Sunesis Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Sunesis Advisors’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 Q4	–	Sell	-19,422	Closed	-$1.46M	–	76
2023 Q3	$1.46M	Buy	+19,422	New	+$1.47M	1.04%	14
2023 Q1	$1.48M	Hold	19,422	–	–	1.07%	14
2022 Q4	$1.46M	Sell	19,422 -22	-0.1%	-$1.64K	0.93%	20
2022 Q3	$1.44M	Buy	19,444 +1	+0%	+$76	0.99%	19
2022 Q2	$1.48M	Hold	19,443	–	–	0.96%	21
2022 Q1	$1.52M	Hold	19,443	–	–	0.88%	25
2021 Q4	$1.58M	Sell	19,443 -3,431	-15%	-$280K	1.16%	19
2021 Q3	$1.89M	Buy	22,874 +19,092	+505%	+$1.58M	1.46%	15
2021 Q2	$313K	Buy	3,782 +252	+7%	+$20.8K	0.24%	28
2021 Q1	$291K	Buy	3,530 +47	+1%	+$3.89K	0.23%	28
2020 Q4	$290K	Buy	3,483 +1	+0%	+$83	0.23%	30
2020 Q3	$288K	Hold	3,482	–	–	0.26%	30
2020 Q2	$288K	Hold	3,482	–	–	0.27%	29
2020 Q1	$275K	Sell	3,482 -2,416	-41%	-$194K	0.28%	29
2019 Q4	$478K	Sell	5,898 -12,360	-68%	-$1M	0.44%	26
2019 Q3	$1.48M	Buy	18,258 +2,000	+12%	+$162K	1.54%	15
2019 Q2	$1.31M	Buy	16,258 +3,482	+27%	+$278K	1.41%	16
2019 Q1	$1.02M	Buy	12,776 +2,496	+24%	+$197K	1.03%	19
2018 Q4	$801K	Hold	10,280	–	–	0.87%	19
2018 Q3	$803K	Hold	10,280	–	–	0.81%	20
2018 Q2	$803K	Buy	+10,280	New	+$803K	0.99%	15

Other funds holding VCSH

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Sunesis Advisors's VCSH Position: Q4 2023 in Review

Sunesis Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2023, closing a stake of 19,422 shares — an estimated $1.46M sold.

Sunesis Advisors first reported a position in VCSH in Q2 2018 and held it in 21 quarters. The position peaked at $1.89M in Q3 2021. 1,286 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

Sunesis Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Sunesis Advisors sold 19,422 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $1.46M.
Sunesis Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2018 and held it in 21 quarters.
Sunesis Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $1.89M in Q3 2021.
1,286 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on Sunesis Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.