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

TPG Financial 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
2021 Q2	–	Sell	-2,941	Closed	-$243K	–	40
2021 Q1	$243K	Sell	2,941 -50	-2%	-$4.14K	0.17%	39
2020 Q4	$249K	Sell	2,991 -82	-3%	-$6.8K	0.18%	37
2020 Q3	$255K	Sell	3,073 -85	-3%	-$7.04K	0.22%	33
2020 Q2	$261K	Sell	3,158 -664	-17%	-$54K	0.23%	33
2020 Q1	$302K	Sell	3,822 -214	-5%	-$17.2K	0.3%	35
2019 Q4	$327K	Sell	4,036 -3,450	-46%	-$279K	0.27%	41
2019 Q3	$607K	Sell	7,486 -25	-0.3%	-$2.02K	0.55%	26
2019 Q2	$605K	Sell	7,511 -302	-4%	-$24.1K	0.55%	24
2019 Q1	$620K	Sell	7,813 -2,803	-26%	-$221K	0.6%	24
2018 Q4	$827K	Buy	+10,616	New	+$826K	0.9%	21

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TPG Financial Advisors's VCSH Position: Q2 2021 in Review

TPG Financial Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2021, closing a stake of 2,941 shares — an estimated $243K sold.

TPG Financial Advisors first reported a position in VCSH in Q4 2018 and held it in 10 quarters. The position peaked at $827K in Q4 2018. 1,111 funds tracked by Wall St. Rank hold VCSH as of Q2 2021.

TPG Financial Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
TPG Financial Advisors sold 2,941 Vanguard Short-Term Corporate Bond ETF shares in Q2 2021, an estimated $243K.
TPG Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and held it in 10 quarters.
TPG Financial Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $827K in Q4 2018.
1,111 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2021.

Based on TPG Financial Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.