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

Paragon Private 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
2024
Q4 		– Sell
-3,404
Closed -$270K – 175
2024
Q3 		$270K Sell
3,404
-199
-6% -$15.6K 0.13% 137
2024
Q2 		$278K Buy
+3,603
New +$277K 0.16% 128

Other funds holding VCSH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Paragon Private Wealth Management's VCSH Position: Q4 2024 in Review

Paragon Private Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2024, closing a stake of 3,404 shares — an estimated $270K sold.

Paragon Private Wealth Management first reported a position in VCSH in Q2 2024 and held it in 2 quarters. The position peaked at $278K in Q2 2024. 1,325 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

  • Paragon Private Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Paragon Private Wealth Management sold 3,404 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $270K.
  • Paragon Private Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Paragon Private Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $278K in Q2 2024.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on Paragon Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.