Laurel Wealth Advisors (California)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Laurel Wealth Advisors (California)’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	$353K	Sell	4,695 -242	-5%	-$18.1K	0.03%	451
2022 Q3	$367K	Sell	4,937 -117	-2%	-$8.91K	0.04%	417
2022 Q2	$385K	Buy	5,054 +6	+0.1%	+$461	0.04%	425
2022 Q1	$394K	Sell	5,048 -1,056	-17%	-$84K	0.03%	497
2021 Q4	$496K	Buy	6,104 +489	+9%	+$40K	0.04%	453
2021 Q3	$463K	Sell	5,615 -600	-10%	-$49.6K	0.09%	249
2021 Q2	$514K	Sell	6,215 -2	-0%	-$165	0.07%	268
2021 Q1	$513K	Sell	6,217 -33,723	-84%	-$2.79M	0.08%	250
2020 Q4	$3.33M	Sell	39,940 -1,385	-3%	-$115K	0.49%	50
2020 Q3	$3.42M	Buy	41,325 +11,880	+40%	+$985K	0.57%	45
2020 Q2	$2.43M	Buy	29,445 +5,207	+21%	+$424K	0.45%	56
2020 Q1	$1.92M	Buy	24,238 +6,349	+35%	+$511K	0.44%	56
2019 Q4	$1.45M	Buy	17,889 +130	+0.7%	+$10.5K	0.24%	113
2019 Q3	$1.44M	Buy	17,759 +4,660	+36%	+$377K	0.25%	106
2019 Q2	$1.06M	Buy	13,099 +3,910	+43%	+$312K	0.23%	117
2019 Q1	$733K	Sell	9,189 -367	-4%	-$28.9K	0.18%	138
2018 Q4	$744K	Buy	9,556 +2,950	+45%	+$229K	0.22%	118
2018 Q3	$516K	Buy	6,606 +191	+3%	+$14.9K	0.13%	188
2018 Q2	$501K	Buy	6,415 +3,660	+133%	+$286K	0.13%	177
2018 Q1	$216K	Buy	+2,755	New	+$217K	0.07%	317
2016 Q2	–	Sell	-4,125	Closed	-$330K	–	326
2016 Q1	$330K	Buy	+4,125	New	+$326K	0.17%	157

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VCSH Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 4.9% in Q4 2022, selling an estimated $18.1K and leaving 4,695 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #451.

Laurel Wealth Advisors (California) first reported a position in VCSH in Q1 2016 and has held it in 21 quarters since. The position peaked at $3.42M in Q3 2020. 1,281 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

Laurel Wealth Advisors (California) held 4,695 shares of Vanguard Short-Term Corporate Bond ETF worth $353K as of Q4 2022.
Laurel Wealth Advisors (California) sold 242 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $18.1K.
Vanguard Short-Term Corporate Bond ETF made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #451 holding.
Laurel Wealth Advisors (California) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2016 and has held it in 21 quarters since.
Laurel Wealth Advisors (California)'s Vanguard Short-Term Corporate Bond ETF position peaked at $3.42M in Q3 2020.
1,281 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.