Richard W. Paul & Associates’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Richard W. Paul & Associates’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	–	Sell	-7	Closed	-$530	–	502
2023 Q3	$528	Buy	7 +6	+600%	+$453	﹤0.01%	465
2023 Q2	$85	Sell	1 -2	-67%	-$152	﹤0.01%	531
2023 Q1	$237	Sell	3 -1	-25%	-$76	﹤0.01%	527
2022 Q4	$308	Buy	+4	New	+$299	﹤0.01%	512

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 $4.81B AUM 4.62% 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 $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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Richard W. Paul & Associates's VCSH Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2023, closing a stake of 7 shares — an estimated $530 sold.

Richard W. Paul & Associates first reported a position in VCSH in Q4 2022 and held it in 4 quarters. The position peaked at $528 in Q3 2023. 1,285 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

Richard W. Paul & Associates reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Richard W. Paul & Associates sold 7 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $530.
Richard W. Paul & Associates first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Richard W. Paul & Associates's Vanguard Short-Term Corporate Bond ETF position peaked at $528 in Q3 2023.
1,285 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.