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

Lyell 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
2022 Q4	–	Sell	-11,142	Closed	-$828K	–	202
2022 Q3	$828K	Sell	11,142 -2,750	-20%	-$210K	0.14%	108
2022 Q2	$1.06M	Hold	13,892	–	–	0.17%	102
2022 Q1	$1.08M	Sell	13,892 -85	-0.6%	-$6.76K	0.14%	100
2021 Q4	$1.14M	Buy	13,977 +500	+4%	+$40.9K	0.13%	100
2021 Q3	$1.11M	Sell	13,477 -53	-0.4%	-$4.38K	0.14%	97
2021 Q2	$1.12M	Buy	13,530 +945	+8%	+$78.1K	0.14%	97
2021 Q1	$1.04M	Buy	12,585 +4,000	+47%	+$331K	0.15%	92
2020 Q4	$715K	Buy	8,585 +4,785	+126%	+$397K	0.11%	94
2020 Q3	$315K	Sell	3,800 -1,225	-24%	-$102K	0.06%	113
2020 Q2	$415K	Sell	5,025 -725	-13%	-$59K	0.09%	92
2020 Q1	$455K	Sell	5,750 -1,000	-15%	-$80.4K	0.14%	84
2019 Q4	$547K	Sell	6,750 -750	-10%	-$60.8K	0.15%	82
2019 Q3	$608K	Sell	7,500 -300	-4%	-$24.2K	0.18%	76
2019 Q2	$629K	Sell	7,800 -565	-7%	-$45.1K	0.19%	82
2019 Q1	$667K	Hold	8,365	–	–	0.22%	79
2018 Q4	$652K	Buy	8,365 +4,600	+122%	+$358K	0.27%	71
2018 Q3	$294K	Sell	3,765 -1,135	-23%	-$88.7K	0.1%	100
2018 Q2	$383K	Sell	4,900 -5,000	-51%	-$391K	0.14%	86
2018 Q1	$776K	Hold	9,900	–	–	0.29%	74
2017 Q4	$785K	Buy	9,900 +6,715	+211%	+$535K	0.31%	76
2017 Q3	$255K	Sell	3,185 -290	-8%	-$23.2K	0.11%	98
2017 Q2	$278K	Buy	3,475 +400	+13%	+$32K	0.14%	90
2017 Q1	$245K	Sell	3,075 -2,835	-48%	-$226K	0.13%	93
2016 Q4	$469K	Buy	+5,910	New	+$471K	0.29%	73

Other funds holding VCSH

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Lyell Wealth Management's VCSH Position: Q4 2022 in Review

Lyell Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2022, closing a stake of 11,142 shares — an estimated $828K sold.

Lyell Wealth Management first reported a position in VCSH in Q4 2016 and held it in 24 quarters. The position peaked at $1.14M in Q4 2021. 1,279 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

Lyell Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Lyell Wealth Management sold 11,142 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $828K.
Lyell Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2016 and held it in 24 quarters.
Lyell Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $1.14M in Q4 2021.
1,279 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on Lyell Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.