Novak Financial Planning’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Novak Financial Planning’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 Q2	$1.22M	Sell	14,695 -475	-3%	-$39.3K	0.59%	54
2021 Q1	$1.25M	Buy	15,170 +5,862	+63%	+$486K	0.69%	49
2020 Q4	$775K	Buy	+9,308	New	+$772K	0.46%	61

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

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

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

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

Novak Financial Planning's VCSH Position: Q2 2021 in Review

Novak Financial Planning reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 3.1% in Q2 2021, selling an estimated $39.3K and leaving 14,695 shares worth $1.22M. The position accounts for 0.59% of the portfolio, ranked #54.

Novak Financial Planning first reported a position in VCSH in Q4 2020 and has held it in 3 quarters since. The position peaked at $1.25M in Q1 2021. 1,111 funds tracked by Wall St. Rank hold VCSH as of Q2 2021.

Novak Financial Planning held 14,695 shares of Vanguard Short-Term Corporate Bond ETF worth $1.22M as of Q2 2021.
Novak Financial Planning sold 475 Vanguard Short-Term Corporate Bond ETF shares in Q2 2021, an estimated $39.3K.
Vanguard Short-Term Corporate Bond ETF made up 0.59% of Novak Financial Planning's portfolio in Q2 2021, its #54 holding.
Novak Financial Planning first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 3 quarters since.
Novak Financial Planning's Vanguard Short-Term Corporate Bond ETF position peaked at $1.25M in Q1 2021.
1,111 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.