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

Provence 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
2023 Q4	$2.87M	Buy	37,150 +899	+2%	+$68.1K	1.54%	18
2023 Q3	$2.72M	Buy	36,251 +7,380	+26%	+$557K	1.67%	14
2023 Q2	$2.18M	Buy	28,871 +5,323	+23%	+$405K	1.28%	18
2023 Q1	$1.8M	Buy	23,548 +4,882	+26%	+$370K	1.19%	16
2022 Q4	$1.4M	Buy	18,666 +8,857	+90%	+$662K	1.15%	18
2022 Q3	$729K	Sell	9,809 -115	-1%	-$8.76K	0.95%	24
2022 Q2	$757K	Buy	9,924 +661	+7%	+$50.8K	0.99%	25
2022 Q1	$723K	Buy	9,263 +1,079	+13%	+$85.8K	0.83%	26
2021 Q4	$665K	Buy	+8,184	New	+$669K	0.75%	30

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 $5.29B AUM 8.96% 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 $424B AUM 22.96% 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

Provence Wealth Management Group's VCSH Position: Q4 2023 in Review

Provence Wealth Management Group increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 2.5% in Q4 2023, buying an estimated $68.1K and bringing the position to 37,150 shares worth $2.87M. The position accounts for 1.54% of the portfolio, ranked #18.

Provence Wealth Management Group first reported a position in VCSH in Q4 2021 and has held it in 9 quarters since. 1,287 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

Provence Wealth Management Group held 37,150 shares of Vanguard Short-Term Corporate Bond ETF worth $2.87M as of Q4 2023.
Provence Wealth Management Group bought 899 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $68.1K.
Vanguard Short-Term Corporate Bond ETF made up 1.54% of Provence Wealth Management Group's portfolio in Q4 2023, its #18 holding.
Provence Wealth Management Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 9 quarters since.
1,287 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.