SMI Advisory Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

SMI Advisory Services’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
2024 Q1	–	Sell	-2,831	Closed	-$219K	–	73
2023 Q4	$219K	Buy	+2,831	New	+$214K	0.06%	46
2023 Q1	–	Sell	-560,937	Closed	-$41.7M	–	46
2022 Q4	$41.7M	Hold	560,937	–	–	13.5%	4
2022 Q3	$41.7M	Buy	+560,937	New	+$42.7M	13.55%	4

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

SMI Advisory Services's VCSH Position: Q1 2024 in Review

SMI Advisory Services sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2024, closing a stake of 2,831 shares — an estimated $219K sold.

SMI Advisory Services first reported a position in VCSH in Q3 2022 and held it in 3 quarters. The position peaked at $41.7M in Q4 2022. 1,249 funds tracked by Wall St. Rank hold VCSH as of Q1 2024.

SMI Advisory Services reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
SMI Advisory Services sold 2,831 Vanguard Short-Term Corporate Bond ETF shares in Q1 2024, an estimated $219K.
SMI Advisory Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
SMI Advisory Services's Vanguard Short-Term Corporate Bond ETF position peaked at $41.7M in Q4 2022.
1,249 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2024.

Based on SMI Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.