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

Selective 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
2022 Q4	–	Sell	-1,969	Closed	-$146K	–	694
2022 Q3	$146K	Buy	1,969 +668	+51%	+$50.9K	0.06%	164
2022 Q2	$99K	Sell	1,301 -1,275	-49%	-$98K	0.04%	222
2022 Q1	$201K	Sell	2,576 -537	-17%	-$42.7K	0.07%	133
2021 Q4	$253K	Buy	+3,113	New	+$254K	0.1%	101

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

Selective Wealth Management's VCSH Position: Q4 2022 in Review

Selective Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2022, closing a stake of 1,969 shares — an estimated $146K sold.

Selective Wealth Management first reported a position in VCSH in Q4 2021 and held it in 4 quarters. The position peaked at $253K in Q4 2021. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

Selective Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,969 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $146K.
Selective Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Selective Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $253K in Q4 2021.
1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.