Proquility Private Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Proquility Private Wealth Partners’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
2023 Q4	–	Sell	-9,929	Closed	-$746K	–	104
2023 Q3	$746K	Sell	9,929 -21	-0.2%	-$1.58K	0.31%	76
2023 Q2	$753K	Buy	9,950 +17	+0.2%	+$1.29K	0.29%	79
2023 Q1	$757K	Sell	9,933 -2,433	-20%	-$184K	0.3%	82
2022 Q4	$930K	Sell	12,366 -2,460	-17%	-$184K	0.38%	66
2022 Q3	$1.1M	Sell	14,826 -4,855	-25%	-$370K	0.51%	59
2022 Q2	$1.5M	Sell	19,681 -19	-0.1%	-$1.46K	0.64%	54
2022 Q1	$1.52M	Buy	19,700 +248	+1%	+$19.7K	0.63%	55
2021 Q4	$1.54M	Sell	19,452 -1,734	-8%	-$142K	0.54%	59
2021 Q3	$1.75M	Buy	21,186 +1,433	+7%	+$118K	0.66%	55
2021 Q2	$1.63M	Sell	19,753 -4,732	-19%	-$391K	0.61%	57
2021 Q1	$2.02M	Buy	24,485 +440	+2%	+$36.4K	0.81%	46
2020 Q4	$2M	Buy	+24,045	New	+$1.99M	0.91%	33

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Proquility Private Wealth Partners's VCSH Position: Q4 2023 in Review

Proquility Private Wealth Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2023, closing a stake of 9,929 shares — an estimated $746K sold.

Proquility Private Wealth Partners first reported a position in VCSH in Q4 2020 and held it in 12 quarters. The position peaked at $2.02M in Q1 2021. 1,285 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

Proquility Private Wealth Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Proquility Private Wealth Partners sold 9,929 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $746K.
Proquility Private Wealth Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 12 quarters.
Proquility Private Wealth Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $2.02M in Q1 2021.
1,285 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on Proquility Private Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.