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

Minot 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
2021
Q4 		– Sell
-2,905
Closed -$239K – 215
2021
Q3 		$239K Buy
2,905
+18
+0.6% +$1.49K 0.05% 178
2021
Q2 		$238K Sell
2,887
-371
-11% -$30.7K 0.05% 177
2021
Q1 		$269K Hold
3,258
– – 0.07% 145
2020
Q4 		$271K Hold
3,258
– – 0.08% 129
2020
Q3 		$270K Buy
+3,258
New +$270K 0.1% 117

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Minot Wealth Management's VCSH Position: Q4 2021 in Review

Minot Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2021, closing a stake of 2,905 shares — an estimated $239K sold.

Minot Wealth Management first reported a position in VCSH in Q3 2020 and held it in 5 quarters. The position peaked at $271K in Q4 2020. 1,277 funds tracked by Wall St. Rank hold VCSH as of Q4 2021.

  • Minot Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Minot Wealth Management sold 2,905 Vanguard Short-Term Corporate Bond ETF shares in Q4 2021, an estimated $239K.
  • Minot Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2020 and held it in 5 quarters.
  • Minot Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $271K in Q4 2020.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2021.

Based on Minot Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.