KMG Fiduciary Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

KMG Fiduciary 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 Q4	–	Sell	-2,801	Closed	-$208K	–	236
2022 Q3	$208K	Sell	2,801 -950	-25%	-$72.4K	0.04%	185
2022 Q2	$286K	Hold	3,751	–	–	0.05%	175
2022 Q1	$293K	Sell	3,751 -250	-6%	-$19.9K	0.05%	176
2021 Q4	$325K	Buy	4,001 +103	+3%	+$8.42K	0.05%	163
2021 Q3	$321K	Hold	3,898	–	–	0.05%	163
2021 Q2	$322K	Sell	3,898 -850	-18%	-$70.3K	0.06%	159
2021 Q1	$392K	Hold	4,748	–	–	0.08%	137
2020 Q4	$395K	Buy	4,748 +48	+1%	+$3.98K	0.08%	130
2020 Q3	$389K	Sell	4,700 -72	-2%	-$5.97K	0.1%	117
2020 Q2	$394K	Buy	4,772 +2,175	+84%	+$177K	0.11%	104
2020 Q1	$205K	Sell	2,597 -988	-28%	-$79.4K	0.07%	124
2019 Q4	$290K	Buy	+3,585	New	+$290K	0.09%	108

Other funds holding VCSH

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

JSTA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

KMG Fiduciary Partners's VCSH Position: Q4 2022 in Review

KMG Fiduciary Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2022, closing a stake of 2,801 shares — an estimated $208K sold.

KMG Fiduciary Partners first reported a position in VCSH in Q4 2019 and held it in 12 quarters. The position peaked at $395K in Q4 2020. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

KMG Fiduciary Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
KMG Fiduciary Partners sold 2,801 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $208K.
KMG Fiduciary Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
KMG Fiduciary Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $395K in Q4 2020.
1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on KMG Fiduciary Partners's 13F filing for Q4 2022, filed 12 Jan 2023.