Orgel Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Orgel Wealth Management’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
2022 Q3	–	Sell	-64,007	Closed	-$4.88M	–	69
2022 Q2	$4.88M	Sell	64,007 -14,622	-19%	-$1.12M	0.28%	23
2022 Q1	$6.14M	Buy	78,629 +24,458	+45%	+$1.95M	0.42%	20
2021 Q4	$4.4M	Buy	54,171 +22,166	+69%	+$1.81M	0.43%	20
2021 Q3	$2.64M	Buy	32,005 +7,543	+31%	+$623K	0.3%	21
2021 Q2	$2.02M	Sell	24,462 -7,887	-24%	-$652K	0.25%	22
2021 Q1	$2.67M	Buy	32,349 +1,525	+5%	+$126K	0.38%	20
2020 Q4	$2.57M	Buy	30,824 +8,877	+40%	+$736K	0.53%	19
2020 Q3	$1.82M	Buy	21,947 +1,471	+7%	+$122K	0.51%	19
2020 Q2	$1.69M	Buy	+20,476	New	+$1.67M	0.64%	19
2016 Q1	–	Sell	-3,340	Closed	-$260K	–	22
2015 Q4	$260K	Buy	+3,340	New	+$265K	0.22%	18

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Orgel Wealth Management's VCSH Position: Q3 2022 in Review

Orgel Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2022, closing a stake of 64,007 shares — an estimated $4.88M sold.

Orgel Wealth Management first reported a position in VCSH in Q4 2015 and held it in 10 quarters. The position peaked at $6.14M in Q1 2022. 1,235 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

Orgel Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Orgel Wealth Management sold 64,007 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $4.88M.
Orgel Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2015 and held it in 10 quarters.
Orgel Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $6.14M in Q1 2022.
1,235 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Orgel Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.