Levy Wealth Management Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Levy Wealth Management Group’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 Q2	$1.39M	Sell	18,002 -1,456	-7%	-$112K	0.36%	35
2024 Q1	$1.51M	Hold	19,458	–	–	0.42%	30
2023 Q4	$1.51M	Buy	19,458 +668	+4%	+$50.6K	0.42%	30
2023 Q3	$1.41M	Sell	18,790 -573	-3%	-$43.2K	0.44%	33
2023 Q2	$1.46M	Sell	19,363 -3,299	-15%	-$251K	0.43%	32
2023 Q1	$1.73M	Buy	22,662 +9	+0%	+$682	0.53%	30
2022 Q4	$1.7M	Buy	22,653 +17	+0.1%	+$1.27K	0.57%	29
2022 Q3	$1.68M	Sell	22,636 -1,960	-8%	-$149K	0.72%	25
2022 Q2	$1.88M	Buy	24,596 +1,672	+7%	+$128K	0.86%	19
2022 Q1	$1.79M	Buy	22,924 +657	+3%	+$52.3K	0.74%	22
2021 Q4	$1.81M	Sell	22,267 -2,035	-8%	-$166K	0.82%	23
2021 Q3	$2M	Buy	24,302 +1,219	+5%	+$101K	1.1%	16
2021 Q2	$1.91M	Buy	23,083 +4,908	+27%	+$406K	1.1%	16
2021 Q1	$1.5M	Buy	18,175 +6,622	+57%	+$549K	0.99%	15
2020 Q4	$962K	Buy	+11,553	New	+$958K	0.68%	25

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Levy Wealth Management Group's VCSH Position: Q2 2024 in Review

Levy Wealth Management Group reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 7.5% in Q2 2024, selling an estimated $112K and leaving 18,002 shares worth $1.39M. The position accounts for 0.36% of the portfolio, ranked #35.

Levy Wealth Management Group first reported a position in VCSH in Q4 2020 and has held it in 15 quarters since. The position peaked at $2M in Q3 2021. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

Levy Wealth Management Group held 18,002 shares of Vanguard Short-Term Corporate Bond ETF worth $1.39M as of Q2 2024.
Levy Wealth Management Group sold 1,456 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $112K.
Vanguard Short-Term Corporate Bond ETF made up 0.36% of Levy Wealth Management Group's portfolio in Q2 2024, its #35 holding.
Levy Wealth Management Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 15 quarters since.
Levy Wealth Management Group's Vanguard Short-Term Corporate Bond ETF position peaked at $2M in Q3 2021.
1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.