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LM Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

LM Advisors’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 		– Sell
-3,900
Closed -$302K – 218
2024
Q1 		$302K Buy
3,900
+3,400
+680% +$262K 0.05% 177
2023
Q4 		$38.7K Buy
+500
New +$37.9K 0.01% 361

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
Morgan Stanley
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
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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LM Advisors's VCSH Position: Q2 2024 in Review

LM Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2024, closing a stake of 3,900 shares — an estimated $302K sold.

LM Advisors first reported a position in VCSH in Q4 2023 and held it in 2 quarters. The position peaked at $302K in Q1 2024. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

  • LM Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • LM Advisors sold 3,900 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $302K.
  • LM Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • LM Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $302K in Q1 2024.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on LM Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.