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

Marcum Wealth’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	-2,610	Closed	-$202K	–	409
2024 Q1	$202K	Buy	+2,610	New	+$201K	0.02%	345
2023 Q4	–	Sell	-2,735	Closed	-$206K	–	399
2023 Q3	$206K	Sell	2,735 -99	-3%	-$7.47K	0.02%	313
2023 Q2	$214K	Sell	2,834 -318	-10%	-$24.2K	0.03%	321
2023 Q1	$240K	Sell	3,152 -204	-6%	-$15.4K	0.03%	292
2022 Q4	$252K	Sell	3,356 -5,247	-61%	-$392K	0.03%	271
2022 Q3	$639K	Buy	8,603 +4,384	+104%	+$334K	0.1%	132
2022 Q2	$322K	Sell	4,219 -12	-0.3%	-$922	0.05%	222
2022 Q1	$330K	Hold	4,231	–	–	0.05%	229
2021 Q4	$344K	Sell	4,231 -42	-1%	-$3.43K	0.05%	225
2021 Q3	$352K	Buy	4,273 +325	+8%	+$26.9K	0.06%	213
2021 Q2	$327K	Hold	3,948	–	–	0.05%	211
2021 Q1	$326K	Buy	+3,948	New	+$327K	0.05%	209

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

Marcum Wealth's VCSH Position: Q2 2024 in Review

Marcum Wealth sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2024, closing a stake of 2,610 shares — an estimated $202K sold.

Marcum Wealth first reported a position in VCSH in Q1 2021 and held it in 12 quarters. The position peaked at $639K in Q3 2022. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

Marcum Wealth reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Marcum Wealth sold 2,610 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $202K.
Marcum Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2021 and held it in 12 quarters.
Marcum Wealth's Vanguard Short-Term Corporate Bond ETF position peaked at $639K in Q3 2022.
1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Marcum Wealth's 13F filing for Q2 2024, filed 2 Jul 2024.