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Strategic Wealth Partners Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Strategic Wealth Partners Group’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
Q1 		– Sell
-3,372
Closed -$274K – 64
2021
Q4 		$274K Sell
3,372
-207
-6% -$16.9K 0.05% 61
2021
Q3 		$295K Buy
+3,579
New +$296K 0.06% 58
2021
Q1 		$381K Sell
4,616
-633
-12% -$52.4K 0.08% 47
2020
Q4 		$437K Sell
5,249
-403
-7% -$33.4K 0.09% 42
2020
Q3 		$468K Sell
5,652
-210
-4% -$17.4K 0.11% 39
2020
Q2 		$485K Sell
5,862
-49
-0.8% -$3.99K 0.12% 41
2020
Q1 		$468K Buy
5,911
+333
+6% +$26.8K 0.14% 35
2019
Q4 		$452K Buy
5,578
+59
+1% +$4.78K 0.11% 42
2019
Q3 		$447K Buy
5,519
+1,015
+23% +$82K 0.12% 27
2019
Q2 		$363K Sell
4,504
-323
-7% -$25.8K 0.11% 27
2019
Q1 		$385K Sell
4,827
-2,580
-35% -$203K 0.13% 26
2018
Q4 		$577K Sell
7,407
-2,160
-23% -$168K 0.22% 21
2018
Q3 		$339K Sell
9,567
-1,387
-13% -$108K 7.29% 3
2018
Q2 		$333K Sell
10,954
-5,457
-33% -$426K 6.57% 3
2018
Q1 		$1.29K Buy
16,411
+6,741
+70% +$531K 0.1% 38
2017
Q4 		$767K Sell
9,670
-2,464
-20% -$196K 0.34% 18
2017
Q3 		$972K Sell
12,134
-659
-5% -$52.8K 0.43% 17
2017
Q2 		$1.02M Sell
12,793
-712
-5% -$56.9K 0.5% 15
2017
Q1 		$1.08M Sell
13,505
-3,940
-23% -$313K 0.55% 15
2016
Q4 		$1.39M Buy
+17,445
New +$1.39M 0.66% 14

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Partners Group's VCSH Position: Q1 2022 in Review

Strategic Wealth Partners Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2022, closing a stake of 3,372 shares — an estimated $274K sold.

Strategic Wealth Partners Group first reported a position in VCSH in Q4 2016 and held it in 20 quarters. The position peaked at $1.39M in Q4 2016. 1,256 funds tracked by Wall St. Rank hold VCSH as of Q1 2022.

  • Strategic Wealth Partners Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 3,372 Vanguard Short-Term Corporate Bond ETF shares in Q1 2022, an estimated $274K.
  • Strategic Wealth Partners Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2016 and held it in 20 quarters.
  • Strategic Wealth Partners Group's Vanguard Short-Term Corporate Bond ETF position peaked at $1.39M in Q4 2016.
  • 1,256 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2022.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2022, filed 12 May 2022.