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

Newport Wealth Strategies’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 Q3	$951K	Sell	11,540 -3,680	-24%	-$304K	0.58%	37
2021 Q2	$1.26M	Sell	15,220 -2,620	-15%	-$217K	0.73%	32
2021 Q1	$1.47M	Sell	17,840 -3,970	-18%	-$329K	0.91%	30
2020 Q4	$1.81M	Hold	21,810	–	–	1.35%	25
2020 Q3	$1.8M	Buy	21,810 +5,450	+33%	+$452K	1.34%	25
2020 Q2	$1.35M	Buy	+16,360	New	+$1.33M	1.23%	25

Other funds holding VCSH

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Newport Wealth Strategies's VCSH Position: Q3 2021 in Review

Newport Wealth Strategies reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 24% in Q3 2021, selling an estimated $304K and leaving 11,540 shares worth $951K. The position accounts for 0.58% of the portfolio, ranked #37.

Newport Wealth Strategies first reported a position in VCSH in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.81M in Q4 2020. 1,124 funds tracked by Wall St. Rank hold VCSH as of Q3 2021.

Newport Wealth Strategies held 11,540 shares of Vanguard Short-Term Corporate Bond ETF worth $951K as of Q3 2021.
Newport Wealth Strategies sold 3,680 Vanguard Short-Term Corporate Bond ETF shares in Q3 2021, an estimated $304K.
Vanguard Short-Term Corporate Bond ETF made up 0.58% of Newport Wealth Strategies's portfolio in Q3 2021, its #37 holding.
Newport Wealth Strategies first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2020 and has held it in 6 quarters since.
Newport Wealth Strategies's Vanguard Short-Term Corporate Bond ETF position peaked at $1.81M in Q4 2020.
1,124 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2021.

Based on Newport Wealth Strategies's 13F filing for Q3 2021, filed 12 Nov 2021.