O'Rourke & Company’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

O'Rourke & Company’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 Q3	–	Sell	-4,642	Closed	-$351K	–	136
2023 Q2	$351K	Sell	4,642 -44	-0.9%	-$3.34K	0.25%	87
2023 Q1	$357K	Sell	4,686 -438	-9%	-$33.2K	0.27%	83
2022 Q4	$385K	Buy	5,124 +165	+3%	+$12.3K	0.31%	80
2022 Q3	$368K	Buy	4,959 +1,651	+50%	+$126K	0.32%	73
2022 Q2	$252K	Buy	3,308 +257	+8%	+$19.7K	0.21%	94
2022 Q1	$238K	Sell	3,051 -1,871	-38%	-$149K	0.16%	111
2021 Q4	$400K	Buy	+4,922	New	+$402K	0.27%	76

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

O'Rourke & Company's VCSH Position: Q3 2023 in Review

O'Rourke & Company sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2023, closing a stake of 4,642 shares — an estimated $351K sold.

O'Rourke & Company first reported a position in VCSH in Q4 2021 and held it in 7 quarters. The position peaked at $400K in Q4 2021. 1,215 funds tracked by Wall St. Rank hold VCSH as of Q3 2023.

O'Rourke & Company reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
O'Rourke & Company sold 4,642 Vanguard Short-Term Corporate Bond ETF shares in Q3 2023, an estimated $351K.
O'Rourke & Company first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
O'Rourke & Company's Vanguard Short-Term Corporate Bond ETF position peaked at $400K in Q4 2021.
1,215 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2023.

Based on O'Rourke & Company's 13F filing for Q3 2023, filed 13 Nov 2023.