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

Pasadena Private Wealth’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 Q4	–	Sell	-171,390	Closed	-$14.1M	–	130
2021 Q3	$14.1M	Sell	171,390 -78,226	-31%	-$6.46M	4.95%	7
2021 Q2	$20.6M	Sell	249,616 -4,784	-2%	-$396K	7.07%	4
2021 Q1	$21M	Buy	254,400 +112,974	+80%	+$9.36M	7.6%	4
2020 Q4	$11.8M	Buy	+141,426	New	+$11.7M	4.45%	7

Other funds holding VCSH

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Pasadena Private Wealth's VCSH Position: Q4 2021 in Review

Pasadena Private Wealth sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2021, closing a stake of 171,390 shares — an estimated $14.1M sold.

Pasadena Private Wealth first reported a position in VCSH in Q4 2020 and held it in 4 quarters. The position peaked at $21M in Q1 2021. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2021.

Pasadena Private Wealth reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Pasadena Private Wealth sold 171,390 Vanguard Short-Term Corporate Bond ETF shares in Q4 2021, an estimated $14.1M.
Pasadena Private Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Pasadena Private Wealth's Vanguard Short-Term Corporate Bond ETF position peaked at $21M in Q1 2021.
1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2021.

Based on Pasadena Private Wealth's 13F filing for Q4 2021, filed 14 Feb 2022.