Keystone Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Keystone Wealth Partners’s Portfolio VCSH Stock Details VCSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$17M	Buy	217,914 +16,223	+8%	+$1.29M	7.95%	8
2021 Q4	$16.4M	Buy	201,691 +23,183	+13%	+$1.89M	7.23%	6
2021 Q3	$14.7M	Buy	178,508 +11,480	+7%	+$949K	8.11%	8
2021 Q2	$13.8M	Buy	167,028 +1,933	+1%	+$160K	8.24%	8
2021 Q1	$13.6M	Buy	165,095 +34,421	+26%	+$2.85M	9.17%	6
2020 Q4	$10.9M	Buy	+130,674	New	+$10.8M	8.63%	8

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keystone Wealth Partners's VCSH Position: Q1 2022 in Review

Keystone Wealth Partners increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 8% in Q1 2022, buying an estimated $1.29M and bringing the position to 217,914 shares worth $17M. The position accounts for 7.95% of the portfolio, ranked #8.

Keystone Wealth Partners first reported a position in VCSH in Q4 2020 and has held it in 6 quarters since. 1,256 funds tracked by Wall St. Rank hold VCSH as of Q1 2022.

Keystone Wealth Partners held 217,914 shares of Vanguard Short-Term Corporate Bond ETF worth $17M as of Q1 2022.
Keystone Wealth Partners bought 16,223 Vanguard Short-Term Corporate Bond ETF shares in Q1 2022, an estimated $1.29M.
Vanguard Short-Term Corporate Bond ETF made up 7.95% of Keystone Wealth Partners's portfolio in Q1 2022, its #8 holding.
Keystone Wealth Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 6 quarters since.
1,256 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.