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

Marks Group 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
2024 Q2	–	Sell	-3,182	Closed	-$246K	–	305
2024 Q1	$246K	Hold	3,182	–	–	0.03%	279
2023 Q4	$246K	Hold	3,182	–	–	0.03%	273
2023 Q3	$239K	Buy	3,182 +450	+16%	+$34K	0.03%	261
2023 Q2	$207K	Buy	+2,732	New	+$208K	0.02%	269
2022 Q4	–	Sell	-2,867	Closed	-$213K	–	294
2022 Q3	$213K	Sell	2,867 -297	-9%	-$22.6K	0.03%	255
2022 Q2	$241K	Buy	3,164 +432	+16%	+$33.2K	0.03%	264
2022 Q1	$213K	Buy	+2,732	New	+$217K	0.03%	291

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

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

Marks Group Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2024, closing a stake of 3,182 shares — an estimated $246K sold.

Marks Group Wealth Management first reported a position in VCSH in Q1 2022 and held it in 7 quarters. The position peaked at $246K in Q4 2023. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

Marks Group Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Marks Group Wealth Management sold 3,182 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $246K.
Marks Group Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2022 and held it in 7 quarters.
Marks Group Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $246K in Q4 2023.
1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Marks Group Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.