Norris Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Norris Financial Group’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
2026 Q1	$581K	Hold	7,325	–	–	0.19%	59
2025 Q4	$584K	Sell	7,325 -2,050	-22%	-$164K	0.2%	62
2025 Q3	$749K	Hold	9,375	–	–	0.27%	56
2025 Q2	$745K	Hold	9,375	–	–	0.31%	52
2025 Q1	$740K	Buy	+9,375	New	+$735K	0.35%	54
2022 Q1	–	Sell	-8,302	Closed	-$675K	–	107
2021 Q4	$675K	Sell	8,302 -6,200	-43%	-$507K	0.41%	46
2021 Q3	$1.2M	Buy	14,502 +324	+2%	+$26.8K	0.79%	26
2021 Q2	$1.17M	Buy	14,178 +4,823	+52%	+$399K	0.79%	32
2021 Q1	$772K	Sell	9,355 -21,066	-69%	-$1.75M	0.57%	46
2020 Q4	$2.53M	Sell	30,421 -25,185	-45%	-$2.09M	2%	13
2020 Q3	$4.61M	Buy	55,606 +30,912	+125%	+$2.56M	3.9%	4
2020 Q2	$2.04M	Buy	24,694 +1,614	+7%	+$131K	1.93%	13
2020 Q1	$1.83M	Sell	23,080 -11,686	-34%	-$940K	2.03%	13
2019 Q4	$2.82M	Buy	+34,766	New	+$2.82M	2.6%	13

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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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Envestnet Asset Management

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

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

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

Royal Bank of Canada

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

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