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

MinichMacGregor 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
Q1 		– Sell
-581
Closed -$43.7K – 624
2022
Q4 		$43.7K Buy
+581
New +$43.4K 0.02% 199
2022
Q2 		– Sell
-127,577
Closed -$9.96M – 99
2022
Q1 		$9.96M Sell
127,577
-73,905
-37% -$5.88M 3.19% 8
2021
Q4 		$16.4M Buy
201,482
+39,063
+24% +$3.19M 4.98% 2
2021
Q3 		$13.4M Buy
162,419
+16,625
+11% +$1.37M 4.5% 6
2021
Q2 		$12.1M Buy
145,794
+3,935
+3% +$325K 4.23% 6
2021
Q1 		$11.7M Buy
141,859
+39,627
+39% +$3.28M 4.37% 4
2020
Q4 		$8.51M Buy
102,232
+30,745
+43% +$2.55M 3.47% 12
2020
Q3 		$5.92M Buy
71,487
+1,018
+1% +$84.4K 2.79% 14
2020
Q2 		$5.83M Buy
+70,469
New +$5.73M 3.22% 9
2020
Q1 		– Sell
-69,594
Closed -$5.64M – 120
2019
Q4 		$5.64M Buy
69,594
+1,288
+2% +$104K 3.14% 12
2019
Q3 		$5.54M Buy
68,306
+2,259
+3% +$183K 3.75% 8
2019
Q2 		$5.32M Buy
66,047
+4,070
+7% +$325K 3.72% 12
2019
Q1 		$4.92M Buy
+61,977
New +$4.89M 3.69% 12
2018
Q4 		– Sell
-61,772
Closed -$4.82M – 497
2018
Q3 		$4.82M Sell
61,772
-716
-1% -$56K 3.18% 15
2018
Q2 		$4.87M Sell
62,488
-802
-1% -$62.6K 3.47% 13
2018
Q1 		$4.96M Buy
63,290
+4,756
+8% +$374K 3.87% 11
2017
Q4 		$4.64M Buy
58,534
+4,253
+8% +$339K 3.62% 13
2017
Q3 		$4.35M Buy
54,281
+158
+0.3% +$12.7K 3.61% 11
2017
Q2 		$4.33M Buy
54,123
+1,368
+3% +$109K 3.76% 10
2017
Q1 		$4.21M Buy
52,755
+2,590
+5% +$206K 3.79% 6
2016
Q4 		$3.98M Sell
50,165
-795
-2% -$63.4K 3.72% 6
2016
Q3 		$4.1M Buy
50,960
+289
+0.6% +$23.3K 3.85% 6
2016
Q2 		$4.1M Buy
50,671
+233
+0.5% +$18.7K 3.87% 6
2016
Q1 		$4.04M Buy
50,438
+3,366
+7% +$266K 3.9% 6
2015
Q4 		$3.77M Buy
+47,072
New +$3.74M 3.51% 9

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MinichMacGregor Wealth Management's VCSH Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 581 shares — an estimated $43.7K sold.

MinichMacGregor Wealth Management first reported a position in VCSH in Q4 2015 and held it in 25 quarters. The position peaked at $16.4M in Q4 2021. 1,240 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 581 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $43.7K.
  • MinichMacGregor Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2015 and held it in 25 quarters.
  • MinichMacGregor Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $16.4M in Q4 2021.
  • 1,240 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.