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

Sutton Wealth 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 Q3	$145K	Sell	1,924 -25	-1%	-$1.89K	0.07%	131
2023 Q2	$147K	Hold	1,949	–	–	0.07%	134
2023 Q1	$149K	Sell	1,949 -241	-11%	-$18.3K	0.08%	129
2022 Q4	$165K	Hold	2,190	–	–	0.06%	193
2022 Q3	$163K	Hold	2,190	–	–	0.07%	189
2022 Q2	$167K	Sell	2,190 -1,087	-33%	-$83.5K	0.07%	185
2022 Q1	$256K	Sell	3,277 -235	-7%	-$18.7K	0.09%	153
2021 Q4	$285K	Sell	3,512 -486	-12%	-$39.7K	0.1%	142
2021 Q3	$329K	Buy	3,998 +121	+3%	+$10K	0.12%	120
2021 Q2	$321K	Buy	3,877 +606	+19%	+$50.1K	0.12%	126
2021 Q1	$270K	Buy	3,271 +359	+12%	+$29.7K	0.11%	135
2020 Q4	$242K	Buy	2,912 +512	+21%	+$42.5K	0.1%	137
2020 Q3	$199K	Buy	2,400 +773	+48%	+$64.1K	0.1%	141
2020 Q2	$134K	Buy	+1,627	New	+$132K	0.07%	180
2018 Q4	–	Sell	-204	Closed	-$15.9K	–	1189
2018 Q3	$15.9K	Buy	204 +75	+58%	+$5.86K	0.01%	671
2018 Q2	$10.1K	Hold	129	–	–	0.01%	827
2018 Q1	$10.1K	Hold	129	–	–	0.01%	805
2017 Q4	$10.2K	Sell	129 -62	-32%	-$4.94K	0.01%	769
2017 Q3	$15.3K	Hold	191	–	–	0.01%	633
2017 Q2	$15.3K	Hold	191	–	–	0.01%	623
2017 Q1	$15.2K	Hold	191	–	–	0.01%	598
2016 Q4	$15.2K	Hold	191	–	–	0.01%	579
2016 Q3	$15.4K	Sell	191 -186	-49%	-$15K	0.01%	538
2016 Q2	$30.5K	Hold	377	–	–	0.03%	328
2016 Q1	$30.2K	Buy	+377	New	+$29.8K	0.03%	336

Other funds holding VCSH

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

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

JSTA

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Sutton Wealth Advisors's VCSH Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.3% in Q3 2023, selling an estimated $1.89K and leaving 1,924 shares worth $145K. The position accounts for 0.07% of the portfolio, ranked #131.

Sutton Wealth Advisors first reported a position in VCSH in Q1 2016 and has held it in 25 quarters since. The position peaked at $329K in Q3 2021. 1,215 funds tracked by Wall St. Rank hold VCSH as of Q3 2023.

Sutton Wealth Advisors held 1,924 shares of Vanguard Short-Term Corporate Bond ETF worth $145K as of Q3 2023.
Sutton Wealth Advisors sold 25 Vanguard Short-Term Corporate Bond ETF shares in Q3 2023, an estimated $1.89K.
Vanguard Short-Term Corporate Bond ETF made up 0.07% of Sutton Wealth Advisors's portfolio in Q3 2023, its #131 holding.
Sutton Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2016 and has held it in 25 quarters since.
Sutton Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $329K in Q3 2021.
1,215 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.