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

Rise 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
2025 Q4	–	Sell	-64	Closed	-$5.14K	–	1372
2025 Q3	$5.14K	Sell	64 -4	-6%	-$318	﹤0.01%	1144
2025 Q2	$5.41K	Buy	68 +1	+1%	+$79	﹤0.01%	1152
2025 Q1	$5.32K	Sell	67 -101	-60%	-$7.92K	﹤0.01%	1153
2024 Q4	$13.1K	Buy	168 +3	+2%	+$235	0.01%	893
2024 Q3	$13.1K	Sell	165 -151	-48%	-$11.9K	0.01%	934
2024 Q2	$24.5K	Buy	316 +3	+1%	+$231	0.01%	487
2024 Q1	$24.2K	Buy	313 +1	+0.3%	+$77	0.01%	512
2023 Q4	$24.1K	Sell	312 -327	-51%	-$24.8K	0.02%	233
2023 Q3	$48K	Buy	639 +47	+8%	+$3.55K	0.04%	142
2023 Q2	$52.4K	Sell	592 -178	-23%	-$13.5K	0.04%	143
2023 Q1	$58.7K	Sell	770 -1,053	-58%	-$79.7K	0.04%	143
2022 Q4	$137K	Buy	1,823 +111	+6%	+$8.29K	0.11%	80
2022 Q3	$127K	Sell	1,712 -8	-0.5%	-$610	0.11%	80
2022 Q2	$131K	Buy	1,720 +40	+2%	+$3.07K	0.13%	75
2022 Q1	$131K	Sell	1,680 -322	-16%	-$25.6K	0.12%	81
2021 Q4	$163K	Buy	+2,002	New	+$164K	0.16%	74

Other funds holding VCSH

Bank of America

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return