RWA
VCSH icon

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

Rooted 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
2024
Q4 		– Sell
-2,908
Closed -$229K – 100
2024
Q3 		$229K Sell
2,908
-32,647
-92% -$2.56M 0.1% 91
2024
Q2 		$2.77M Sell
35,555
-14,174
-29% -$1.09M 1.22% 18
2024
Q1 		$3.83M Buy
49,729
+1,218
+3% +$94K 1.88% 15
2023
Q4 		$3.75M Buy
48,511
+4,871
+11% +$369K 1.96% 16
2023
Q3 		$3.31M Sell
43,640
-7,366
-14% -$556K 2.04% 16
2023
Q2 		$3.84M Buy
51,006
+45,160
+772% +$3.43M 2.59% 11
2023
Q1 		$446K Buy
+5,846
New +$443K 0.33% 50

Other funds holding VCSH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return