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

Mattern 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
2023 Q2	–	Sell	-2,685	Closed	-$205K	–	171
2023 Q1	$205K	Sell	2,685 -171	-6%	-$12.9K	0.07%	166
2022 Q4	$215K	Hold	2,856	–	–	0.09%	153
2022 Q3	$212K	Hold	2,856	–	–	0.09%	149
2022 Q2	$218K	Sell	2,856 -1,000	-26%	-$76.8K	0.09%	143
2022 Q1	$301K	Sell	3,856 -15	-0.4%	-$1.19K	0.1%	129
2021 Q4	$315K	Sell	3,871 -5,380	-58%	-$440K	0.09%	137
2021 Q3	$762K	Sell	9,251 -1,000	-10%	-$82.6K	0.26%	87
2021 Q2	$847K	Sell	10,251 -831	-7%	-$68.7K	0.27%	84
2021 Q1	$914K	Sell	11,082 -716	-6%	-$59.3K	0.32%	81
2020 Q4	$982K	Sell	11,798 -113,184	-91%	-$9.39M	0.37%	78
2020 Q3	$10.4M	Buy	124,982 +21,376	+21%	+$1.77M	4.43%	2
2020 Q2	$8.56M	Buy	103,606 +35,658	+52%	+$2.9M	4.16%	2
2020 Q1	$5.38M	Sell	67,948 -8,467	-11%	-$681K	3.88%	3
2019 Q4	$6.19M	Buy	+76,415	New	+$6.19M	3.72%	2

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mattern Wealth Management's VCSH Position: Q2 2023 in Review

Mattern Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2023, closing a stake of 2,685 shares — an estimated $205K sold.

Mattern Wealth Management first reported a position in VCSH in Q4 2019 and held it in 14 quarters. The position peaked at $10.4M in Q3 2020. 1,227 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

Mattern Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Mattern Wealth Management sold 2,685 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $205K.
Mattern Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and held it in 14 quarters.
Mattern Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $10.4M in Q3 2020.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on Mattern Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.