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

Redwood 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
2024 Q3	–	Sell	-1,238	Closed	-$95.7K	–	1048
2024 Q2	$95.7K	Buy	+1,238	New	+$95.2K	0.07%	205
2023 Q2	–	Sell	-7,109	Closed	-$542K	–	160
2023 Q1	$542K	Sell	7,109 -57	-0.8%	-$4.32K	0.61%	48
2022 Q4	$539K	Buy	+7,166	New	+$536K	0.67%	42

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

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 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Redwood Wealth Management Group's VCSH Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2024, closing a stake of 1,238 shares — an estimated $95.7K sold.

Redwood Wealth Management Group first reported a position in VCSH in Q4 2022 and held it in 3 quarters. The position peaked at $542K in Q1 2023. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

Redwood Wealth Management Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 1,238 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $95.7K.
Redwood Wealth Management Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
Redwood Wealth Management Group's Vanguard Short-Term Corporate Bond ETF position peaked at $542K in Q1 2023.
1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.