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Strait & Sound Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Strait & Sound 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
-2,740
Closed -$210K – 157
2024
Q1 		$210K Hold
2,740
– – 0.12% 125
2023
Q4 		$212K Sell
2,740
-350
-11% -$26.5K 0.13% 118
2023
Q3 		$232K Buy
+3,090
New +$233K 0.2% 113

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 22.9% 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

Strait & Sound Wealth Management's VCSH Position: Q2 2024 in Review

Strait & Sound Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2024, closing a stake of 2,740 shares — an estimated $210K sold.

Strait & Sound Wealth Management first reported a position in VCSH in Q3 2023 and held it in 3 quarters. The position peaked at $232K in Q3 2023. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

  • Strait & Sound Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 2,740 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $210K.
  • Strait & Sound Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
  • Strait & Sound Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $232K in Q3 2023.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.