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

PFG Private Wealth Management’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 Q3	–	Sell	-1,466	Closed	-$112K	–	365
2022 Q2	$112K	Sell	1,466 -114,629	-99%	-$8.81M	0.06%	88
2022 Q1	$9.07M	Buy	116,095 +7,221	+7%	+$574K	4.66%	6
2021 Q4	$8.85M	Buy	+108,874	New	+$8.9M	4.57%	6

Other funds holding VCSH

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

PFG Private Wealth Management's VCSH Position: Q3 2022 in Review

PFG Private Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2022, closing a stake of 1,466 shares — an estimated $112K sold.

PFG Private Wealth Management first reported a position in VCSH in Q4 2021 and held it in 3 quarters. The position peaked at $9.07M in Q1 2022. 1,234 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

PFG Private Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
PFG Private Wealth Management sold 1,466 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $112K.
PFG Private Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
PFG Private Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $9.07M in Q1 2022.
1,234 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on PFG Private Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.