New England Guild Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

New England Guild 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
2022 Q4	$12.5M	Buy	166,210 +151,807	+1,054%	+$11.3M	6.59%	3
2022 Q3	$1.07M	Sell	14,403 -29	-0.2%	-$2.21K	0.65%	32
2022 Q2	$1.1M	Sell	14,432 -2,149	-13%	-$165K	0.68%	33
2022 Q1	$1.29M	Sell	16,581 -15,042	-48%	-$1.2M	0.69%	31
2021 Q4	$2.57M	Sell	31,623 -1,277	-4%	-$104K	1.29%	25
2021 Q3	$2.71M	Buy	32,900 +6,692	+26%	+$553K	1.44%	21
2021 Q2	$2.17M	Buy	26,208 +75	+0.3%	+$6.2K	1.18%	28
2021 Q1	$2.16M	Buy	26,133 +4,659	+22%	+$386K	1.21%	25
2020 Q4	$1.79M	Buy	21,474 +972	+5%	+$80.6K	1.06%	29
2020 Q3	$1.7M	Buy	20,502 +173	+0.9%	+$14.3K	1.19%	27
2020 Q2	$1.68M	Buy	20,329 +58	+0.3%	+$4.72K	1.23%	27
2020 Q1	$1.6M	Sell	20,271 -3,406	-14%	-$274K	1.44%	24
2019 Q4	$1.92M	Sell	23,677 -436	-2%	-$35.3K	1.38%	23
2019 Q3	$1.95M	Buy	24,113 +388	+2%	+$31.4K	1.4%	23
2019 Q2	$1.91M	Sell	23,725 -1,130	-5%	-$90.2K	1.42%	23
2019 Q1	$1.98M	Sell	24,855 -584	-2%	-$46K	1.5%	22
2018 Q4	$1.98M	Sell	25,439 -23,612	-48%	-$1.84M	1.66%	20
2018 Q3	$3.83M	Sell	49,051 -280	-0.6%	-$21.9K	3.46%	13
2018 Q2	$3.85M	Sell	49,331 -11,940	-19%	-$933K	3.52%	13
2018 Q1	$4.8M	Sell	61,271 -662	-1%	-$52.1K	4.55%	10
2017 Q4	$4.87M	Buy	+61,933	New	+$4.94M	4.66%	9

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

New England Guild Wealth Advisors's VCSH Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1,054% in Q4 2022, buying an estimated $11.3M and bringing the position to 166,210 shares worth $12.5M. The position accounts for 6.59% of the portfolio, ranked #3.

New England Guild Wealth Advisors first reported a position in VCSH in Q4 2017 and has held it in 21 quarters since. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

New England Guild Wealth Advisors held 166,210 shares of Vanguard Short-Term Corporate Bond ETF worth $12.5M as of Q4 2022.
New England Guild Wealth Advisors bought 151,807 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $11.3M.
Vanguard Short-Term Corporate Bond ETF made up 6.59% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #3 holding.
New England Guild Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2017 and has held it in 21 quarters since.
1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.