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

Ropes 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
2023 Q3	$247K	Hold	3,284	–	–	0.05%	235
2023 Q2	$248K	Sell	3,284 -1,924	-37%	-$146K	0.04%	248
2023 Q1	$397K	Sell	5,208 -420	-7%	-$31.8K	0.07%	192
2022 Q4	$423K	Buy	5,628 +1,119	+25%	+$83.6K	0.08%	183
2022 Q3	$335K	Buy	4,509 +200	+5%	+$15.2K	0.07%	187
2022 Q2	$329K	Hold	4,309	–	–	0.07%	202
2022 Q1	$336K	Hold	4,309	–	–	0.06%	232
2021 Q4	$350K	Sell	4,309 -492	-10%	-$40.2K	0.06%	206
2021 Q3	$396K	Buy	4,801 +1,703	+55%	+$141K	0.06%	196
2021 Q2	$256K	Hold	3,098	–	–	0.04%	240
2021 Q1	$256K	Hold	3,098	–	–	0.04%	219
2020 Q4	$258K	Sell	3,098 -230	-7%	-$19.1K	0.04%	205
2020 Q3	$276K	Sell	3,328 -1,586	-32%	-$131K	0.05%	175
2020 Q2	$406K	Buy	4,914 +1,566	+47%	+$127K	0.08%	150
2020 Q1	$265K	Sell	3,348 -310	-8%	-$24.9K	0.07%	156
2019 Q4	$296K	Buy	3,658 +1,962	+116%	+$159K	0.06%	178
2019 Q3	$137K	Buy	1,696 +116	+7%	+$9.37K	0.03%	251
2019 Q2	$127K	Buy	1,580 +980	+163%	+$78.2K	0.03%	258
2019 Q1	$48K	Buy	600 +200	+50%	+$15.8K	0.01%	335
2018 Q4	$31K	Buy	400 +100	+33%	+$7.78K	0.01%	344
2018 Q3	$23K	Sell	300 -8,165	-96%	-$638K	0.01%	392
2018 Q2	$661K	Buy	8,465 +8,165	+2,722%	+$638K	0.18%	116
2018 Q1	$24K	Hold	300	–	–	0.01%	390
2017 Q4	$24K	Sell	300 -3,000	-91%	-$239K	0.01%	419
2017 Q3	$264K	Hold	3,300	–	–	0.07%	192
2017 Q2	$264K	Hold	3,300	–	–	0.07%	192
2017 Q1	$263K	Sell	3,300 -3,000	-48%	-$239K	0.08%	196
2016 Q4	$500K	Sell	6,300 -500	-7%	-$39.9K	0.16%	122
2016 Q3	$548K	Buy	+6,800	New	+$549K	0.19%	107

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Ropes Wealth Advisors's VCSH Position: Q3 2023 in Review

Ropes Wealth Advisors held its Vanguard Short-Term Corporate Bond ETF (VCSH) position steady in Q3 2023 at 3,284 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #235.

Ropes Wealth Advisors first reported a position in VCSH in Q3 2016 and has held it in 29 quarters since. The position peaked at $661K in Q2 2018. 1,214 funds tracked by Wall St. Rank hold VCSH as of Q3 2023.

Ropes Wealth Advisors held 3,284 shares of Vanguard Short-Term Corporate Bond ETF worth $247K as of Q3 2023.
Ropes Wealth Advisors left its Vanguard Short-Term Corporate Bond ETF share count unchanged in Q3 2023.
Vanguard Short-Term Corporate Bond ETF made up 0.05% of Ropes Wealth Advisors's portfolio in Q3 2023, its #235 holding.
Ropes Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2016 and has held it in 29 quarters since.
Ropes Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $661K in Q2 2018.
1,214 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.