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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Rooted Wealth Advisors's VCSH Position: Q4 2024 in Review

Rooted Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2024, closing a stake of 2,908 shares — an estimated $229K sold.

Rooted Wealth Advisors first reported a position in VCSH in Q1 2023 and held it in 7 quarters. The position peaked at $3.84M in Q2 2023. 1,328 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

Rooted Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Rooted Wealth Advisors sold 2,908 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $229K.
Rooted Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
Rooted Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $3.84M in Q2 2023.
1,328 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on Rooted Wealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.