Peak Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Peak Financial Advisors’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 Q2	–	Sell	-2,939	Closed	-$224K	–	78
2023 Q1	$224K	Sell	2,939 -5,687	-66%	-$431K	0.19%	59
2022 Q4	$649K	Hold	8,626	–	–	0.59%	35
2022 Q3	$641K	Buy	+8,626	New	+$657K	0.79%	34

Other funds holding VCSH

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Peak Financial Advisors's VCSH Position: Q2 2023 in Review

Peak Financial Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2023, closing a stake of 2,939 shares — an estimated $224K sold.

Peak Financial Advisors first reported a position in VCSH in Q3 2022 and held it in 3 quarters. The position peaked at $649K in Q4 2022. 1,225 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

Peak Financial Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Peak Financial Advisors sold 2,939 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $224K.
Peak Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
Peak Financial Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $649K in Q4 2022.
1,225 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on Peak Financial Advisors's 13F filing for Q2 2023, filed 11 Jul 2023.