Sage Private Wealth Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Sage Private Wealth Group’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
2022 Q4	–	Sell	-180	Closed	-$13K	–	175
2022 Q3	$13K	Hold	180	–	–	0.02%	138
2022 Q2	$14K	Buy	180 +2	+1%	+$154	0.02%	130
2022 Q1	$14K	Hold	178	–	–	0.01%	135
2021 Q4	$14K	Buy	178 +1	+0.6%	+$82	0.02%	134
2021 Q3	$15K	Buy	177 +1	+0.6%	+$83	0.02%	131
2021 Q2	$15K	Hold	176	–	–	0.02%	126
2021 Q1	$14K	Buy	176 +1	+0.6%	+$83	0.02%	132
2020 Q4	$15K	Buy	+175	New	+$14.5K	0.04%	117

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Sage Private Wealth Group's VCSH Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2022, closing a stake of 180 shares — an estimated $13K sold.

Sage Private Wealth Group first reported a position in VCSH in Q4 2020 and held it in 8 quarters. The position peaked at $15K in Q3 2021. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

Sage Private Wealth Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 180 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $13K.
Sage Private Wealth Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Vanguard Short-Term Corporate Bond ETF position peaked at $15K in Q3 2021.
1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.