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

Soundmark 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
2024
Q2 		– Sell
-80,792
Closed -$6.25M – 53
2024
Q1 		$6.25M Buy
80,792
+474
+0.6% +$36.6K 2.77% 13
2023
Q4 		$6.21M Sell
80,318
-295
-0.4% -$22.3K 3.07% 12
2023
Q3 		$6.06M Sell
80,613
-6,871
-8% -$519K 3.37% 11
2023
Q2 		$6.62M Buy
87,484
+136
+0.2% +$10.3K 3.69% 10
2023
Q1 		$6.66M Sell
87,348
-5,094
-6% -$386K 3.98% 6
2022
Q4 		$6.95M Sell
92,442
-26,609
-22% -$1.99M 4.49% 6
2022
Q3 		$8.84M Buy
119,051
+35,240
+42% +$2.69M 6.2% 3
2022
Q2 		$6.39M Buy
83,811
+65,261
+352% +$5.01M 4.55% 6
2022
Q1 		$1.45M Buy
18,550
+512
+3% +$40.7K 1.02% 25
2021
Q4 		$1.47M Sell
18,038
-7,962
-31% -$651K 1% 25
2021
Q3 		$2.14M Buy
+26,000
New +$2.15M 0.77% 24
2021
Q2 		– Sell
-25,937
Closed -$2.14M – 74
2021
Q1 		$2.14M Buy
25,937
+192
+0.7% +$15.9K 1.17% 18
2020
Q4 		$2.14M Buy
+25,745
New +$2.14M 1.37% 18

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Soundmark Wealth Management's VCSH Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2024, closing a stake of 80,792 shares — an estimated $6.25M sold.

Soundmark Wealth Management first reported a position in VCSH in Q4 2020 and held it in 13 quarters. The position peaked at $8.84M in Q3 2022. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 80,792 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $6.25M.
  • Soundmark Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
  • Soundmark Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $8.84M in Q3 2022.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.