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Sagace Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Sagace Wealth Management’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
2026
Q1 		$2.51M Buy
31,655
+3,440
+12% +$274K 1.68% 24
2025
Q4 		$2.25M Buy
28,215
+256
+0.9% +$20.4K 1.53% 26
2025
Q3 		$2.23M Sell
27,959
-38,690
-58% -$3.08M 1.52% 27
2025
Q2 		$5.3M Sell
66,649
-351
-0.5% -$27.6K 3.96% 5
2025
Q1 		$5.29M Sell
67,000
-625
-0.9% -$49K 3.99% 5
2024
Q4 		$5.28M Buy
67,625
+42,462
+169% +$3.33M 3.94% 6
2024
Q3 		$1.98M Buy
25,163
+2,521
+11% +$198K 1.53% 23
2024
Q2 		$1.76M Buy
+22,642
New +$1.74M 1.72% 21

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return