Ridgecrest Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Ridgecrest Wealth Partners’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
2022 Q4	–	Sell	-3,245	Closed	-$241K	–	100
2022 Q3	$241K	Sell	3,245 -3,670	-53%	-$280K	0.2%	80
2022 Q2	$527K	Sell	6,915 -15,710	-69%	-$1.21M	0.38%	50
2022 Q1	$1.77M	Sell	22,625 -119,761	-84%	-$9.52M	1.12%	24
2021 Q4	$11.6M	Buy	142,386 +17,423	+14%	+$1.42M	5.63%	3
2021 Q3	$10.3M	Buy	124,963 +42,231	+51%	+$3.49M	5.61%	3
2021 Q2	$6.84M	Buy	+82,732	New	+$6.84M	4.27%	3

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ridgecrest Wealth Partners's VCSH Position: Q4 2022 in Review

Ridgecrest Wealth Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2022, closing a stake of 3,245 shares — an estimated $241K sold.

Ridgecrest Wealth Partners first reported a position in VCSH in Q2 2021 and held it in 6 quarters. The position peaked at $11.6M in Q4 2021. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

Ridgecrest Wealth Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Ridgecrest Wealth Partners sold 3,245 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $241K.
Ridgecrest Wealth Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2021 and held it in 6 quarters.
Ridgecrest Wealth Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $11.6M in Q4 2021.
1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.