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

Milestone Wealth’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
2022
Q3 		$63K Hold
852
– – 0.07% 97
2022
Q2 		$65K Hold
852
– – 0.07% 95
2022
Q1 		$69K Hold
852
– – 0.06% 106
2021
Q4 		$69K Buy
+852
New +$69.6K 0.06% 106

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Milestone Wealth's VCSH Position: Q3 2022 in Review

Milestone Wealth held its Vanguard Short-Term Corporate Bond ETF (VCSH) position steady in Q3 2022 at 852 shares worth $63K. The position accounts for 0.07% of the portfolio, ranked #97.

Milestone Wealth first reported a position in VCSH in Q4 2021 and has held it in 4 quarters since. The position peaked at $69K in Q1 2022. 1,235 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

  • Milestone Wealth held 852 shares of Vanguard Short-Term Corporate Bond ETF worth $63K as of Q3 2022.
  • Milestone Wealth left its Vanguard Short-Term Corporate Bond ETF share count unchanged in Q3 2022.
  • Vanguard Short-Term Corporate Bond ETF made up 0.07% of Milestone Wealth's portfolio in Q3 2022, its #97 holding.
  • Milestone Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard Short-Term Corporate Bond ETF position peaked at $69K in Q1 2022.
  • 1,235 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.