Level Four Financial’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Level Four Financial’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
2021 Q3	$613K	Sell	7,440 -767	-9%	-$63.4K	0.27%	97
2021 Q2	$679K	Hold	8,207	–	–	0.29%	97
2021 Q1	$677K	Buy	8,207 +1,150	+16%	+$95.3K	0.31%	89
2020 Q4	$587K	Buy	+7,057	New	+$585K	0.25%	107

Other funds holding VCSH

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Level Four Financial's VCSH Position: Q3 2021 in Review

Level Four Financial reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 9.3% in Q3 2021, selling an estimated $63.4K and leaving 7,440 shares worth $613K. The position accounts for 0.27% of the portfolio, ranked #97.

Level Four Financial first reported a position in VCSH in Q4 2020 and has held it in 4 quarters since. The position peaked at $679K in Q2 2021. 1,126 funds tracked by Wall St. Rank hold VCSH as of Q3 2021.

Level Four Financial held 7,440 shares of Vanguard Short-Term Corporate Bond ETF worth $613K as of Q3 2021.
Level Four Financial sold 767 Vanguard Short-Term Corporate Bond ETF shares in Q3 2021, an estimated $63.4K.
Vanguard Short-Term Corporate Bond ETF made up 0.27% of Level Four Financial's portfolio in Q3 2021, its #97 holding.
Level Four Financial first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's Vanguard Short-Term Corporate Bond ETF position peaked at $679K in Q2 2021.
1,126 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.