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Regent Peak Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-1,852
Closed -$154K – 952
2020
Q4 		$154K Buy
+1,852
New +$154K 0.05% 168

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FRBONY
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Morgan Stanley
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MYLI
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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
PP
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regent Peak Wealth Advisors's VCSH Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2021, closing a stake of 1,852 shares — an estimated $154K sold.

Regent Peak Wealth Advisors first reported a position in VCSH in Q4 2020 and held it in 1 quarter. The position peaked at $154K in Q4 2020. 1,089 funds tracked by Wall St. Rank hold VCSH as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,852 Vanguard Short-Term Corporate Bond ETF shares in Q1 2021, an estimated $154K.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $154K in Q4 2020.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.