RE Dickinson Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

RE Dickinson Investment Advisors’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 Q1	–	Sell	-436	Closed	-$33K	–	250
2023 Q4	$33K	Buy	436 +327	+300%	+$24.8K	0.02%	101
2023 Q3	$8K	Buy	+109	New	+$8.23K	0.01%	184
2022 Q1	–	Sell	-77	Closed	-$6K	–	320
2021 Q4	$6K	Buy	+77	New	+$6.29K	﹤0.01%	206

Other funds holding VCSH

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

JSTA

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

RE Dickinson Investment Advisors's VCSH Position: Q1 2024 in Review

RE Dickinson Investment Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2024, closing a stake of 436 shares — an estimated $33K sold.

RE Dickinson Investment Advisors first reported a position in VCSH in Q4 2021 and held it in 3 quarters. The position peaked at $33K in Q4 2023. 1,249 funds tracked by Wall St. Rank hold VCSH as of Q1 2024.

RE Dickinson Investment Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
RE Dickinson Investment Advisors sold 436 Vanguard Short-Term Corporate Bond ETF shares in Q1 2024, an estimated $33K.
RE Dickinson Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
RE Dickinson Investment Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $33K in Q4 2023.
1,249 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.