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Phoenix Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Phoenix Wealth 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
2021
Q3 		– Sell
-28
Closed -$2K – 394
2021
Q2 		$2K Hold
28
– – ﹤0.01% 367
2021
Q1 		$2K Hold
28
– – ﹤0.01% 352
2020
Q4 		$2K Buy
+28
New +$2.32K ﹤0.01% 335

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Phoenix Wealth Advisors's VCSH Position: Q3 2021 in Review

Phoenix Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2021, closing a stake of 28 shares — an estimated $2K sold.

Phoenix Wealth Advisors first reported a position in VCSH in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 1,124 funds tracked by Wall St. Rank hold VCSH as of Q3 2021.

  • Phoenix Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 28 Vanguard Short-Term Corporate Bond ETF shares in Q3 2021, an estimated $2K.
  • Phoenix Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Phoenix Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $2K in Q2 2021.
  • 1,124 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.