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

San Luis 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 Q2	–	Sell	-3,127	Closed	-$238K	–	187
2023 Q1	$238K	Sell	3,127 -24,832	-89%	-$1.88M	0.09%	146
2022 Q4	$2.1M	Sell	27,959 -3,688	-12%	-$276K	1.96%	16
2022 Q3	$2.35M	Sell	31,647 -5,058	-14%	-$385K	2.46%	9
2022 Q2	$2.8M	Buy	36,705 +7,006	+24%	+$538K	3.22%	8
2022 Q1	$2.41M	Hold	29,699	–	–	1.18%	15
2021 Q4	$2.41M	Sell	29,699 -32,697	-52%	-$2.67M	2.46%	7
2021 Q3	$5.14M	Buy	+62,396	New	+$5.16M	2.86%	7
2020 Q4	$4.93M	Buy	+59,239	New	+$4.91M	3.18%	7

Other funds holding VCSH

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

San Luis Wealth Advisors's VCSH Position: Q2 2023 in Review

San Luis Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2023, closing a stake of 3,127 shares — an estimated $238K sold.

San Luis Wealth Advisors first reported a position in VCSH in Q4 2020 and held it in 8 quarters. The position peaked at $5.14M in Q3 2021. 1,225 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

San Luis Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
San Luis Wealth Advisors sold 3,127 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $238K.
San Luis Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
San Luis Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $5.14M in Q3 2021.
1,225 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on San Luis Wealth Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.