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

MFA Wealth 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
2024 Q1	–	Sell	-6,489	Closed	-$502K	–	98
2023 Q4	$502K	Buy	+6,489	New	+$492K	0.14%	61
2022 Q2	–	Sell	-427,353	Closed	-$33.4M	–	68
2022 Q1	$33.4M	Buy	427,353 +388,344	+996%	+$30.9M	10.65%	1
2021 Q4	$3.17M	Buy	39,009 +2,628	+7%	+$215K	1.34%	24
2021 Q3	$3M	Sell	36,381 -1,466	-4%	-$121K	1.38%	24
2021 Q2	$3.13M	Sell	37,847 -757	-2%	-$62.6K	1.41%	27
2021 Q1	$3.19M	Buy	38,604 +33,635	+677%	+$2.79M	1.55%	26
2020 Q4	$414K	Buy	4,969 +1,004	+25%	+$83.3K	0.37%	31
2020 Q3	$329K	Buy	3,965 +2,260	+133%	+$187K	0.35%	29
2020 Q2	$141K	Sell	1,705 -5,189	-75%	-$422K	0.09%	47
2020 Q1	$540K	Buy	+6,894	New	+$554K	0.52%	32

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 $5.29B AUM 8.96% 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

MFA Wealth Advisors's VCSH Position: Q1 2024 in Review

MFA Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2024, closing a stake of 6,489 shares — an estimated $502K sold.

MFA Wealth Advisors first reported a position in VCSH in Q1 2020 and held it in 10 quarters. The position peaked at $33.4M in Q1 2022. 1,250 funds tracked by Wall St. Rank hold VCSH as of Q1 2024.

MFA Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
MFA Wealth Advisors sold 6,489 Vanguard Short-Term Corporate Bond ETF shares in Q1 2024, an estimated $502K.
MFA Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2020 and held it in 10 quarters.
MFA Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $33.4M in Q1 2022.
1,250 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2024.

Based on MFA Wealth Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.