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Tempus Wealth Planning’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Tempus Wealth Planning’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
Q4 		– Sell
-3,536
Closed -$281K – 262
2024
Q3 		$281K Sell
3,536
-375
-10% -$29.4K 0.1% 177
2024
Q2 		$302K Buy
3,911
+134
+4% +$10.3K 0.13% 153
2024
Q1 		$292K Hold
3,777
– – 0.13% 156
2023
Q4 		$292K Sell
3,777
-70
-2% -$5.3K 0.13% 153
2023
Q3 		$289K Sell
3,847
-39
-1% -$2.94K 0.14% 129
2023
Q2 		$294K Sell
3,886
-241
-6% -$18.3K 0.13% 141
2023
Q1 		$315K Sell
4,127
-83
-2% -$6.29K 0.15% 125
2022
Q4 		$317K Sell
4,210
-139
-3% -$10.4K 0.19% 123
2022
Q3 		$323K Buy
4,349
+400
+10% +$30.5K 0.22% 124
2022
Q2 		$301K Hold
3,949
– – 0.25% 101
2022
Q1 		$308K Sell
3,949
-663
-14% -$52.7K 0.22% 106
2021
Q4 		$375K Hold
4,612
– – 0.2% 111
2021
Q3 		$380K Buy
4,612
+63
+1% +$5.21K 0.22% 111
2021
Q2 		$376K Buy
+4,549
New +$376K 0.25% 113
2020
Q2 		– Sell
-2,817
Closed -$223K – 72
2020
Q1 		$223K Buy
2,817
+5
+0.2% +$402 0.37% 56
2019
Q4 		$228K Buy
+2,812
New +$228K 0.2% 71

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 22.96% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Tempus Wealth Planning's VCSH Position: Q4 2024 in Review

Tempus Wealth Planning sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2024, closing a stake of 3,536 shares — an estimated $281K sold.

Tempus Wealth Planning first reported a position in VCSH in Q4 2019 and held it in 16 quarters. The position peaked at $380K in Q3 2021. 1,328 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

  • Tempus Wealth Planning reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Tempus Wealth Planning sold 3,536 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $281K.
  • Tempus Wealth Planning first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and held it in 16 quarters.
  • Tempus Wealth Planning's Vanguard Short-Term Corporate Bond ETF position peaked at $380K in Q3 2021.
  • 1,328 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on Tempus Wealth Planning's 13F filing for Q4 2024, filed 24 Jan 2025.