NewSquare Capital’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-414	Closed	-$32.9K	–	1194
2025 Q2	$32.9K	Buy	+414	New	+$32.6K	﹤0.01%	364
2022 Q4	–	Sell	-1,091	Closed	-$81K	–	888
2022 Q3	$81K	Hold	1,091	–	–	0.01%	167
2022 Q2	$83K	Buy	1,091 +886	+432%	+$68.1K	0.01%	172
2022 Q1	$16K	Buy	+205	New	+$16.3K	﹤0.01%	246
2020 Q3	–	Sell	-60	Closed	-$5K	–	423
2020 Q2	$5K	Hold	60	–	–	﹤0.01%	267
2020 Q1	$5K	Hold	60	–	–	﹤0.01%	279
2019 Q4	$5K	Hold	60	–	–	﹤0.01%	260
2019 Q3	$5K	Hold	60	–	–	﹤0.01%	230
2019 Q2	$5K	Hold	60	–	–	﹤0.01%	296
2019 Q1	$5K	Hold	60	–	–	﹤0.01%	280
2018 Q4	$5K	Buy	+60	New	+$4.67K	﹤0.01%	265

Other funds holding VCSH

Bank of America

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

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return