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

Transform Wealth’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
2022 Q1	–	Sell	-2,901	Closed	-$236K	–	233
2021 Q4	$236K	Hold	2,901	–	–	0.02%	207
2021 Q3	$239K	Buy	+2,901	New	+$240K	0.03%	205
2018 Q2	–	Sell	-4,262	Closed	-$334K	–	233
2018 Q1	$334K	Hold	4,262	–	–	0.06%	191
2017 Q4	$338K	Sell	4,262 -13	-0.3%	-$1.04K	0.06%	209
2017 Q3	$343K	Buy	+4,275	New	+$343K	0.12%	171
2017 Q2	–	Sell	-3,225	Closed	-$257K	–	178
2017 Q1	$257K	Buy	+3,225	New	+$257K	0.1%	192

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Transform Wealth's VCSH Position: Q1 2022 in Review

Transform Wealth sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2022, closing a stake of 2,901 shares — an estimated $236K sold.

Transform Wealth first reported a position in VCSH in Q1 2017 and held it in 6 quarters. The position peaked at $343K in Q3 2017. 1,257 funds tracked by Wall St. Rank hold VCSH as of Q1 2022.

Transform Wealth reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Transform Wealth sold 2,901 Vanguard Short-Term Corporate Bond ETF shares in Q1 2022, an estimated $236K.
Transform Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2017 and held it in 6 quarters.
Transform Wealth's Vanguard Short-Term Corporate Bond ETF position peaked at $343K in Q3 2017.
1,257 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2022.

Based on Transform Wealth's 13F filing for Q1 2022, filed 25 Apr 2022.