Kiley Juergens Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Kiley Juergens Wealth Management’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
2023 Q4	–	Sell	-11,612	Closed	-$873K	–	72
2023 Q3	$873K	Buy	+11,612	New	+$876K	0.32%	48
2018 Q4	–	Sell	-433	Closed	-$33K	–	620
2018 Q3	$33K	Buy	433 +1	+0.2%	+$78	0.02%	293
2018 Q2	$33K	Buy	+432	New	+$33.7K	0.03%	254
2018 Q1	–	Sell	-429	Closed	-$34K	–	581
2017 Q4	$34K	Buy	+429	New	+$34.2K	0.03%	259

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Kiley Juergens Wealth Management's VCSH Position: Q4 2023 in Review

Kiley Juergens Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2023, closing a stake of 11,612 shares — an estimated $873K sold.

Kiley Juergens Wealth Management first reported a position in VCSH in Q4 2017 and held it in 4 quarters. The position peaked at $873K in Q3 2023. 1,285 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

Kiley Juergens Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Kiley Juergens Wealth Management sold 11,612 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $873K.
Kiley Juergens Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
Kiley Juergens Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $873K in Q3 2023.
1,285 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.