Simplicity Solutions’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Simplicity Solutions’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	–	Sell	-2,656	Closed	-$201K	–	1096
2023 Q2	$201K	Sell	2,656 -406	-13%	-$30.9K	0.01%	971
2023 Q1	$233K	Buy	+3,062	New	+$232K	0.01%	943
2021 Q1	–	Sell	-87,119	Closed	-$7.25M	–	948
2020 Q4	$7.25M	Buy	87,119 +4,033	+5%	+$335K	0.11%	180
2020 Q3	$6.88M	Buy	83,086 +6,555	+9%	+$543K	0.13%	151
2020 Q2	$6.33M	Buy	76,531 +1,586	+2%	+$129K	0.13%	156
2020 Q1	$5.93M	Buy	74,945 +6,368	+9%	+$512K	0.18%	101
2019 Q4	$5.56M	Buy	68,577 +12,834	+23%	+$1.04M	0.17%	109
2019 Q3	$4.52M	Buy	+55,743	New	+$4.5M	0.18%	99
2019 Q2	–	Sell	-12,396	Closed	-$988K	–	873
2019 Q1	$988K	Sell	12,396 -13,441	-52%	-$1.06M	0.06%	255
2018 Q4	$2.01M	Buy	+25,837	New	+$2.01M	0.26%	95
2016 Q1	–	Sell	-6,439	Closed	-$509K	–	512
2015 Q4	$509K	Buy	+6,439	New	+$512K	0.06%	447

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simplicity Solutions's VCSH Position: Q3 2023 in Review

Simplicity Solutions sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2023, closing a stake of 2,656 shares — an estimated $201K sold.

Simplicity Solutions first reported a position in VCSH in Q4 2015 and held it in 11 quarters. The position peaked at $7.25M in Q4 2020. 1,215 funds tracked by Wall St. Rank hold VCSH as of Q3 2023.

Simplicity Solutions reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 2,656 Vanguard Short-Term Corporate Bond ETF shares in Q3 2023, an estimated $201K.
Simplicity Solutions first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2015 and held it in 11 quarters.
Simplicity Solutions's Vanguard Short-Term Corporate Bond ETF position peaked at $7.25M in Q4 2020.
1,215 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.