PDS Planning’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

PDS Planning’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
2026 Q1	$1.64M	Buy	20,637 +3,069	+17%	+$245K	0.11%	93
2025 Q4	$1.4M	Sell	17,568 -788	-4%	-$62.9K	0.09%	100
2025 Q3	$1.47M	Buy	18,356 +1,645	+10%	+$131K	0.1%	87
2025 Q2	$1.33M	Sell	16,711 -1,357	-8%	-$107K	0.1%	91
2025 Q1	$1.43M	Buy	18,068 +209	+1%	+$16.4K	0.12%	80
2024 Q4	$1.39M	Buy	17,859 +7,203	+68%	+$565K	0.12%	78
2024 Q3	$846K	Buy	10,656 +1,824	+21%	+$143K	0.08%	118
2024 Q2	$683K	Sell	8,832 -167	-2%	-$12.8K	0.07%	120
2024 Q1	$696K	Sell	8,999 -415	-4%	-$32K	0.07%	120
2023 Q4	$728K	Sell	9,414 -473	-5%	-$35.8K	0.08%	97
2023 Q3	$743K	Buy	9,887 +28	+0.3%	+$2.11K	0.1%	93
2023 Q2	$746K	Sell	9,859 -40	-0.4%	-$3.04K	0.1%	94
2023 Q1	$755K	Sell	9,899 -184	-2%	-$13.9K	0.1%	86
2022 Q4	$758K	Buy	10,083 +6,524	+183%	+$488K	0.12%	72
2022 Q3	$264K	Sell	3,559 -31	-0.9%	-$2.36K	0.05%	150
2022 Q2	$274K	Sell	3,590 -66	-2%	-$5.07K	0.05%	156
2022 Q1	$285K	Buy	+3,656	New	+$291K	0.05%	154

Other funds holding VCSH

Bank of America

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

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return