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

Liberty Wealth Management’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 Q4	–	Sell	-861	Closed	-$71K	–	1058
2021 Q3	$71K	Buy	+861	New	+$71.2K	0.03%	352
2021 Q2	–	Sell	-860	Closed	-$71.1K	–	260
2021 Q1	$71K	Hold	860	–	–	0.03%	227
2020 Q4	$71K	Hold	860	–	–	0.03%	225
2020 Q3	$71K	Hold	860	–	–	0.04%	191
2020 Q2	$71K	Sell	860 -311	-27%	-$25.3K	0.05%	185
2020 Q1	$93K	Buy	1,171 +311	+36%	+$25K	0.08%	147
2019 Q4	$70K	Hold	860	–	–	0.06%	205
2019 Q3	$70K	Buy	860 +735	+588%	+$59.4K	0.07%	182
2019 Q2	$10K	Hold	125	–	–	0.01%	535
2019 Q1	$9K	Hold	125	–	–	0.01%	459
2018 Q4	$9K	Buy	+125	New	+$9.72K	0.01%	456

Other funds holding VCSH

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Liberty Wealth Management's VCSH Position: Q4 2021 in Review

Liberty Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2021, closing a stake of 861 shares — an estimated $71K sold.

Liberty Wealth Management first reported a position in VCSH in Q4 2018 and held it in 11 quarters. The position peaked at $93K in Q1 2020. 1,277 funds tracked by Wall St. Rank hold VCSH as of Q4 2021.

Liberty Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 861 Vanguard Short-Term Corporate Bond ETF shares in Q4 2021, an estimated $71K.
Liberty Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and held it in 11 quarters.
Liberty Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $93K in Q1 2020.
1,277 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.