Personal Capital Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Personal Capital 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
2022 Q4	$232K	Buy	+3,079	New	+$230K	﹤0.01%	433
2022 Q1	–	Sell	-2,717	Closed	-$219K	–	557
2021 Q4	$219K	Sell	2,717 -162	-6%	-$13.2K	﹤0.01%	513
2021 Q3	$237K	Buy	+2,879	New	+$238K	﹤0.01%	455
2021 Q2	–	Sell	-3,352	Closed	-$277K	–	505
2021 Q1	$277K	Buy	3,352 +867	+35%	+$71.8K	﹤0.01%	407
2020 Q4	$207K	Sell	2,485 -763	-23%	-$63.3K	﹤0.01%	439
2020 Q3	$269K	Sell	3,248 -44	-1%	-$3.65K	﹤0.01%	350
2020 Q2	$272K	Buy	3,292 +44	+1%	+$3.58K	﹤0.01%	306
2020 Q1	$257K	Sell	3,248 -8,951	-73%	-$720K	﹤0.01%	300
2019 Q4	$988K	Buy	12,199 +2,264	+23%	+$183K	0.01%	234
2019 Q3	$805K	Buy	9,935 +1,342	+16%	+$108K	0.01%	230
2019 Q2	$693K	Buy	8,593 +123	+1%	+$9.82K	0.01%	226
2019 Q1	$676K	Buy	+8,470	New	+$668K	0.01%	226

Other funds holding VCSH

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

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

JSTA

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

Personal Capital Advisors's VCSH Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2022: 3,079 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in VCSH as recently as Q4 2021.

Personal Capital Advisors first reported a position in VCSH in Q1 2019 and has held it in 12 quarters since. The position peaked at $988K in Q4 2019. 1,281 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

Personal Capital Advisors held 3,079 shares of Vanguard Short-Term Corporate Bond ETF worth $232K as of Q4 2022.
Vanguard Short-Term Corporate Bond ETF was a new Personal Capital Advisors position in Q4 2022.
Vanguard Short-Term Corporate Bond ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #433 holding.
Personal Capital Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2019 and has held it in 12 quarters since.
Personal Capital Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $988K in Q4 2019.
1,281 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.