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Kozak & Associates’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Kozak & Associates’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
Q3 		– Sell
-28
Closed -$2K – 381
2022
Q2 		$2K Sell
28
-57
-67% -$4.38K ﹤0.01% 345
2022
Q1 		$7K Hold
85
– – ﹤0.01% 294
2021
Q4 		$7K Buy
+85
New +$6.95K ﹤0.01% 294

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kozak & Associates's VCSH Position: Q3 2022 in Review

Kozak & Associates sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2022, closing a stake of 28 shares — an estimated $2K sold.

Kozak & Associates first reported a position in VCSH in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 1,233 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

  • Kozak & Associates reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Kozak & Associates sold 28 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $2K.
  • Kozak & Associates first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Kozak & Associates's Vanguard Short-Term Corporate Bond ETF position peaked at $7K in Q1 2022.
  • 1,233 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Kozak & Associates's 13F filing for Q3 2022, filed 12 Oct 2022.