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

McGlone Suttner 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 Q1	–	Sell	-1,598	Closed	-$124K	–	742
2023 Q4	$124K	Buy	+1,598	New	+$121K	0.02%	192
2023 Q3	–	Sell	-277,885	Closed	-$21M	–	156
2023 Q2	$21M	Buy	277,885 +4,303	+2%	+$327K	4.8%	5
2023 Q1	$20.9M	Buy	273,582 +53,690	+24%	+$4.07M	5.36%	5
2022 Q4	$16.5M	Buy	+219,892	New	+$16.4M	5.25%	5

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

McGlone Suttner Wealth Management's VCSH Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2024, closing a stake of 1,598 shares — an estimated $124K sold.

McGlone Suttner Wealth Management first reported a position in VCSH in Q4 2022 and held it in 4 quarters. The position peaked at $21M in Q2 2023. 1,249 funds tracked by Wall St. Rank hold VCSH as of Q1 2024.

McGlone Suttner Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
McGlone Suttner Wealth Management sold 1,598 Vanguard Short-Term Corporate Bond ETF shares in Q1 2024, an estimated $124K.
McGlone Suttner Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
McGlone Suttner Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $21M in Q2 2023.
1,249 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.