Planned Solutions’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Planned Solutions’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 Q4	–	Sell	-473	Closed	-$37.6K	–	612
2024 Q3	$37.6K	Buy	+473	New	+$37.1K	0.02%	335
2024 Q1	–	Sell	-473	Closed	-$36.6K	–	529
2023 Q4	$36.6K	Buy	+473	New	+$35.8K	0.02%	317
2022 Q4	–	Sell	-5,234	Closed	-$389K	–	76
2022 Q3	$389K	Hold	5,234	–	–	0.33%	39
2022 Q2	$399K	Hold	5,234	–	–	0.37%	37
2022 Q1	$409K	Buy	5,234 +473	+10%	+$37.6K	0.29%	39
2021 Q4	$387K	Buy	+4,761	New	+$389K	0.26%	49
2021 Q2	$394K	Hold	4,761	–	–	0.27%	43
2021 Q1	$393K	Hold	4,761	–	–	0.31%	38
2020 Q4	$396K	Hold	4,761	–	–	0.32%	34
2020 Q3	$394K	Buy	+4,761	New	+$395K	0.38%	28

Other funds holding VCSH

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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

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

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

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

Planned Solutions's VCSH Position: Q4 2024 in Review

Planned Solutions sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2024, closing a stake of 473 shares — an estimated $37.6K sold.

Planned Solutions first reported a position in VCSH in Q3 2020 and held it in 10 quarters. The position peaked at $409K in Q1 2022. 1,325 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

Planned Solutions reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 473 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $37.6K.
Planned Solutions first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2020 and held it in 10 quarters.
Planned Solutions's Vanguard Short-Term Corporate Bond ETF position peaked at $409K in Q1 2022.
1,325 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.