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

Summit Wealth 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
2023 Q2	–	Sell	-196,292	Closed	-$3K	–	253
2023 Q1	$3K	Buy	+196,292	New	+$14.9M	0.07%	76
2021 Q3	–	Sell	-1,972	Closed	-$163K	–	209
2021 Q2	$163K	Hold	1,972	–	–	0.24%	28
2021 Q1	$163K	Buy	+1,972	New	+$163K	0.26%	19

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Summit Wealth Group's VCSH Position: Q2 2023 in Review

Summit Wealth Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2023, closing a stake of 196,292 shares — an estimated $3K sold.

Summit Wealth Group first reported a position in VCSH in Q1 2021 and held it in 3 quarters. The position peaked at $163K in Q2 2021. 1,225 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

Summit Wealth Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 196,292 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $3K.
Summit Wealth Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
Summit Wealth Group's Vanguard Short-Term Corporate Bond ETF position peaked at $163K in Q2 2021.
1,225 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.