Legacy Financial Strategies’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Legacy Financial Strategies’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 Q3	–	Sell	-2,866	Closed	-$221K	–	116
2024 Q2	$221K	Sell	2,866 -120	-4%	-$9.23K	0.05%	90
2024 Q1	$231K	Buy	2,986 +1	+0%	+$77	0.06%	83
2023 Q4	$231K	Buy	+2,985	New	+$226K	0.07%	74
2018 Q4	–	Sell	-2,865	Closed	-$223K	–	58
2018 Q3	$223K	Sell	2,865 -2,576	-47%	-$201K	0.23%	52
2018 Q2	$425K	Sell	5,441 -1,661	-23%	-$130K	0.38%	60
2018 Q1	$557K	Sell	7,102 -544	-7%	-$42.8K	0.54%	27
2017 Q4	$606K	Buy	+7,646	New	+$610K	0.64%	27

Other funds holding VCSH

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Legacy Financial Strategies's VCSH Position: Q3 2024 in Review

Legacy Financial Strategies sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2024, closing a stake of 2,866 shares — an estimated $221K sold.

Legacy Financial Strategies first reported a position in VCSH in Q4 2017 and held it in 7 quarters. The position peaked at $606K in Q4 2017. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

Legacy Financial Strategies reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Legacy Financial Strategies sold 2,866 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $221K.
Legacy Financial Strategies first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2017 and held it in 7 quarters.
Legacy Financial Strategies's Vanguard Short-Term Corporate Bond ETF position peaked at $606K in Q4 2017.
1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on Legacy Financial Strategies's 13F filing for Q3 2024, filed 18 Oct 2024.