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

McClarren Financial 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
2023 Q2	–	Sell	-440	Closed	-$33K	–	475
2023 Q1	$33K	Hold	440	–	–	0.03%	170
2022 Q4	$33K	Buy	+440	New	+$32.9K	0.03%	176
2022 Q2	–	Sell	-279	Closed	-$21K	–	265
2022 Q1	$21K	Sell	279 -1	-0.4%	-$80	0.02%	172
2021 Q4	$23K	Buy	280 +3	+1%	+$245	0.02%	185
2021 Q3	$22K	Buy	277 +1	+0.4%	+$83	0.02%	163
2021 Q2	$22K	Buy	276 +1	+0.4%	+$83	0.02%	175
2021 Q1	$23K	Sell	275 -30	-10%	-$2.48K	0.02%	149
2020 Q4	$25K	Buy	+305	New	+$25.3K	0.02%	129

Other funds holding VCSH

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

JSTA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McClarren Financial Advisors's VCSH Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2023, closing a stake of 440 shares — an estimated $33K sold.

McClarren Financial Advisors first reported a position in VCSH in Q4 2020 and held it in 8 quarters. The position peaked at $33K in Q1 2023. 1,225 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

McClarren Financial Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
McClarren Financial Advisors sold 440 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $33K.
McClarren Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
McClarren Financial Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $33K in Q1 2023.
1,225 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.