LBMC Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

LBMC Investment Advisors’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 Q1	–	Sell	-2,731	Closed	-$205K	–	166
2022 Q4	$205K	Buy	+2,731	New	+$204K	0.02%	152
2022 Q3	–	Sell	-9,590	Closed	-$731K	–	163
2022 Q2	$731K	Sell	9,590 -2,695	-22%	-$207K	0.08%	60
2022 Q1	$959K	Hold	12,285	–	–	0.08%	63
2021 Q4	$998K	Sell	12,285 -7,341	-37%	-$600K	0.09%	66
2021 Q3	$797	Sell	19,626 -9,401	-32%	-$777K	0.07%	71
2021 Q2	$2.4M	Sell	29,027 -3,522	-11%	-$291K	0.23%	36
2021 Q1	$2.69M	Sell	32,549 -3,948	-11%	-$327K	0.28%	34
2020 Q4	$3.04M	Buy	36,497 +135	+0.4%	+$11.2K	0.36%	30
2020 Q3	$3.01M	Buy	36,362 +7,726	+27%	+$640K	0.42%	29
2020 Q2	$2.37M	Buy	+28,636	New	+$2.33M	0.37%	26

Other funds holding VCSH

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

JSTA

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

LBMC Investment Advisors's VCSH Position: Q1 2023 in Review

LBMC Investment Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 2,731 shares — an estimated $205K sold.

LBMC Investment Advisors first reported a position in VCSH in Q2 2020 and held it in 10 quarters. The position peaked at $3.04M in Q4 2020. 1,240 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

LBMC Investment Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
LBMC Investment Advisors sold 2,731 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $205K.
LBMC Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2020 and held it in 10 quarters.
LBMC Investment Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $3.04M in Q4 2020.
1,240 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on LBMC Investment Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.