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Optimum Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Optimum Investment 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
2023
Q4 		– Sell
-1,550
Closed -$116K – 725
2023
Q3 		$116K Hold
1,550
– – 0.06% 244
2023
Q2 		$117K Hold
1,550
– – 0.06% 250
2023
Q1 		$118K Sell
1,550
-2,750
-64% -$208K 0.06% 242
2022
Q4 		$323K Sell
4,300
-625
-13% -$46.7K 0.18% 137
2022
Q3 		$366K Hold
4,925
– – 0.2% 118
2022
Q2 		$376K Buy
4,925
+1,250
+34% +$96K 0.19% 119
2022
Q1 		$287K Sell
3,675
-300
-8% -$23.9K 0.12% 164
2021
Q4 		$323K Hold
3,975
– – 0.13% 164
2021
Q3 		$328K Sell
3,975
-2,400
-38% -$198K 0.14% 154
2021
Q2 		$527K Sell
6,375
-1,600
-20% -$132K 0.16% 136
2021
Q1 		$658K Hold
7,975
– – 0.19% 114
2020
Q4 		$664K Buy
7,975
+1,700
+27% +$141K 0.2% 110
2020
Q3 		$520K Hold
6,275
– – 0.17% 127
2020
Q2 		$519K Buy
6,275
+1,625
+35% +$132K 0.18% 130
2020
Q1 		$368K Hold
4,650
– – 0.15% 146
2019
Q4 		$377K Buy
4,650
+900
+24% +$72.9K 0.11% 189
2019
Q3 		$304K Buy
+3,750
New +$303K 0.1% 211
2015
Q1 		$132K Sell
1,650
-1,550
-48% -$124K 0.04% 343
2014
Q4 		$255K Hold
3,200
– – 0.08% 233
2014
Q3 		$256K Buy
3,200
+100
+3% +$8.01K 0.08% 217
2014
Q2 		$249K Buy
+3,100
New +$249K 0.08% 230

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

Optimum Investment Advisors's VCSH Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2023, closing a stake of 1,550 shares — an estimated $116K sold.

Optimum Investment Advisors first reported a position in VCSH in Q2 2014 and held it in 21 quarters. The position peaked at $664K in Q4 2020. 1,289 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

  • Optimum Investment Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,550 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $116K.
  • Optimum Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2014 and held it in 21 quarters.
  • Optimum Investment Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $664K in Q4 2020.
  • 1,289 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.