Personal Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Personal Wealth Partners’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 Q3	–	Sell	-2,195	Closed	-$182K	–	380
2021 Q2	$182K	Buy	+2,195	New	+$181K	0.07%	83
2020 Q1	–	Sell	-2,195	Closed	-$178K	–	589
2019 Q4	$178K	Hold	2,195	–	–	0.08%	75
2019 Q3	$178K	Hold	2,195	–	–	0.08%	73
2019 Q2	$177K	Buy	+2,195	New	+$175K	0.08%	64

Other funds holding VCSH

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Personal Wealth Partners's VCSH Position: Q3 2021 in Review

Personal Wealth Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2021, closing a stake of 2,195 shares — an estimated $182K sold.

Personal Wealth Partners first reported a position in VCSH in Q2 2019 and held it in 4 quarters. The position peaked at $182K in Q2 2021. 1,124 funds tracked by Wall St. Rank hold VCSH as of Q3 2021.

Personal Wealth Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 2,195 Vanguard Short-Term Corporate Bond ETF shares in Q3 2021, an estimated $182K.
Personal Wealth Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $182K in Q2 2021.
1,124 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.