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Lee Financial Group Hawaii’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Lee Financial Group Hawaii’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
2024
Q1 		$938K Buy
12,127
+557
+5% +$43K 0.73% 12
2023
Q4 		$895K Buy
11,570
+943
+9% +$71.4K 0.76% 13
2023
Q3 		$799K Sell
10,627
-31
-0.3% -$2.34K 0.73% 14
2023
Q2 		$806K Buy
+10,658
New +$810K 0.74% 14

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Lee Financial Group Hawaii's VCSH Position: Q1 2024 in Review

Lee Financial Group Hawaii increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 4.8% in Q1 2024, buying an estimated $43K and bringing the position to 12,127 shares worth $938K. The position accounts for 0.73% of the portfolio, ranked #12.

Lee Financial Group Hawaii first reported a position in VCSH in Q2 2023 and has held it in 4 quarters since. 1,253 funds tracked by Wall St. Rank hold VCSH as of Q1 2024.

  • Lee Financial Group Hawaii held 12,127 shares of Vanguard Short-Term Corporate Bond ETF worth $938K as of Q1 2024.
  • Lee Financial Group Hawaii bought 557 Vanguard Short-Term Corporate Bond ETF shares in Q1 2024, an estimated $43K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.73% of Lee Financial Group Hawaii's portfolio in Q1 2024, its #12 holding.
  • Lee Financial Group Hawaii first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2023 and has held it in 4 quarters since.
  • 1,253 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.