Pioneer Wealth Management Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Pioneer Wealth Management Group’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
2024 Q3	$8.53M	Sell	107,465 -40,832	-28%	-$3.2M	4.07%	9
2024 Q2	$11.5M	Buy	148,297 +17,143	+13%	+$1.32M	6.09%	5
2024 Q1	$10.1M	Buy	131,154 +6,099	+5%	+$471K	5.8%	5
2023 Q4	$9.68M	Buy	125,055 +20,387	+19%	+$1.54M	6.02%	5
2023 Q3	$7.87M	Sell	104,668 -8,429	-7%	-$636K	5.99%	5
2023 Q2	$8.56M	Buy	113,097 +31,531	+39%	+$2.4M	6.8%	5
2023 Q1	$6.22M	Buy	81,566 +44,155	+118%	+$3.34M	5.53%	7
2022 Q4	$2.81M	Buy	+37,411	New	+$2.8M	2.65%	14

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pioneer Wealth Management Group's VCSH Position: Q3 2024 in Review

Pioneer Wealth Management Group reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 28% in Q3 2024, selling an estimated $3.2M and leaving 107,465 shares worth $8.53M. The position accounts for 4.07% of the portfolio, ranked #9.

Pioneer Wealth Management Group first reported a position in VCSH in Q4 2022 and has held it in 8 quarters since. The position peaked at $11.5M in Q2 2024. 1,250 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

Pioneer Wealth Management Group held 107,465 shares of Vanguard Short-Term Corporate Bond ETF worth $8.53M as of Q3 2024.
Pioneer Wealth Management Group sold 40,832 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $3.2M.
Vanguard Short-Term Corporate Bond ETF made up 4.07% of Pioneer Wealth Management Group's portfolio in Q3 2024, its #9 holding.
Pioneer Wealth Management Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and has held it in 8 quarters since.
Pioneer Wealth Management Group's Vanguard Short-Term Corporate Bond ETF position peaked at $11.5M in Q2 2024.
1,250 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2024, filed 7 Oct 2024.