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

Realta 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
Q3 		– Sell
-4,328
Closed -$334K – 750
2024
Q2 		$334K Sell
4,328
-143
-3% -$11K 0.07% 293
2024
Q1 		$346K Sell
4,471
-38
-0.8% -$2.93K 0.07% 294
2023
Q4 		$349K Sell
4,509
-1,947
-30% -$148K 0.08% 285
2023
Q3 		$488K Hold
6,456
– – 0.11% 216
2023
Q2 		$488K Sell
6,456
-71
-1% -$5.39K 0.11% 226
2023
Q1 		$498K Sell
6,527
-153
-2% -$11.6K 0.12% 205
2022
Q4 		$502K Sell
6,680
-1,854
-22% -$139K 0.12% 205
2022
Q3 		$634K Sell
8,534
-3,127
-27% -$238K 0.17% 154
2022
Q2 		$893K Sell
11,661
-1,526
-12% -$117K 0.22% 110
2022
Q1 		$1.03M Sell
13,187
-206
-2% -$16.4K 0.21% 112
2021
Q4 		$1.09M Sell
13,393
-1,997
-13% -$163K 0.24% 100
2021
Q3 		$1.27M Buy
15,390
+1,548
+11% +$128K 0.3% 78
2021
Q2 		$1.15M Buy
13,842
+935
+7% +$77.3K 0.27% 91
2021
Q1 		$1.06M Buy
12,907
+1,212
+10% +$100K 0.28% 90
2020
Q4 		$974K Buy
11,695
+3,886
+50% +$322K 0.28% 82
2020
Q3 		$647K Buy
7,809
+3,006
+63% +$249K 0.22% 107
2020
Q2 		$397K Buy
4,803
+107
+2% +$8.7K 0.13% 200
2020
Q1 		$371K Sell
4,696
-255
-5% -$20.5K 0.16% 171
2019
Q4 		$402K Sell
4,951
-1,466
-23% -$119K 0.11% 213
2019
Q3 		$520K Buy
6,417
+1,362
+27% +$110K 0.14% 168
2019
Q2 		$408K Buy
5,055
+410
+9% +$32.7K 0.11% 203
2019
Q1 		$372K Buy
+4,645
New +$366K 0.17% 174

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Realta Investment Advisors's VCSH Position: Q3 2024 in Review

Realta Investment Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2024, closing a stake of 4,328 shares — an estimated $334K sold.

Realta Investment Advisors first reported a position in VCSH in Q1 2019 and held it in 22 quarters. The position peaked at $1.27M in Q3 2021. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

  • Realta Investment Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 4,328 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $334K.
  • Realta Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2019 and held it in 22 quarters.
  • Realta Investment Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $1.27M in Q3 2021.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.