Private Wealth Advisors (California)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Private Wealth Advisors (California)’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	-2,575	Closed	-$213K	–	121
2021 Q2	$213K	Sell	2,575 -15	-0.6%	-$1.24K	0.07%	85
2021 Q1	$214K	Buy	2,590 +6	+0.2%	+$497	0.07%	79
2020 Q4	$215K	Buy	2,584 +15	+0.6%	+$1.24K	0.07%	69
2020 Q3	$213K	Sell	2,569 -34	-1%	-$2.82K	0.11%	57
2020 Q2	$215K	Buy	2,603 +60	+2%	+$4.88K	0.15%	47
2020 Q1	$201K	Buy	2,543 +8	+0.3%	+$643	0.16%	49
2019 Q4	$205K	Buy	2,535 +20	+0.8%	+$1.62K	0.12%	76
2019 Q3	$204K	Buy	+2,515	New	+$203K	0.13%	62

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

Private Wealth Advisors (California)'s VCSH Position: Q3 2021 in Review

Private Wealth Advisors (California) sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2021, closing a stake of 2,575 shares — an estimated $213K sold.

Private Wealth Advisors (California) first reported a position in VCSH in Q3 2019 and held it in 8 quarters. The position peaked at $215K in Q4 2020. 1,124 funds tracked by Wall St. Rank hold VCSH as of Q3 2021.

Private Wealth Advisors (California) reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Private Wealth Advisors (California) sold 2,575 Vanguard Short-Term Corporate Bond ETF shares in Q3 2021, an estimated $213K.
Private Wealth Advisors (California) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2019 and held it in 8 quarters.
Private Wealth Advisors (California)'s Vanguard Short-Term Corporate Bond ETF position peaked at $215K in Q4 2020.
1,124 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2021.

Based on Private Wealth Advisors (California)'s 13F filing for Q3 2021, filed 3 Dec 2021.