Traverso Chambers Private Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Traverso Chambers Private Wealth Management’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	$277K	Buy	3,584 +32	+0.9%	+$2.42K	0.07%	106
2023 Q3	$267K	Buy	3,552 +5	+0.1%	+$377	0.07%	97
2023 Q2	$268K	Sell	3,547 -580	-14%	-$44.1K	0.07%	99
2023 Q1	$315K	Buy	4,127 +12	+0.3%	+$909	0.09%	88
2022 Q4	$309K	Buy	4,115 +72	+2%	+$5.38K	0.09%	89
2022 Q3	$300K	Sell	4,043 -470	-10%	-$35.8K	0.09%	87
2022 Q2	$344K	Sell	4,513 -94	-2%	-$7.22K	0.12%	76
2022 Q1	$360K	Buy	4,607 +75	+2%	+$5.96K	0.11%	83
2021 Q4	$368K	Buy	4,532 +614	+16%	+$50.2K	0.11%	90
2021 Q3	$323K	Sell	3,918 -20	-0.5%	-$1.65K	0.1%	92
2021 Q2	$326K	Sell	3,938 -11	-0.3%	-$910	0.1%	88
2021 Q1	$326K	Buy	3,949 +1,410	+56%	+$117K	0.11%	81
2020 Q4	$211K	Buy	2,539 +12	+0.5%	+$995	0.08%	102
2020 Q3	$209K	Buy	2,527 +11	+0.4%	+$912	0.08%	96
2020 Q2	$208K	Sell	2,516 -640	-20%	-$52.1K	0.09%	92
2020 Q1	$250K	Sell	3,156 -305,749	-99%	-$24.6M	0.12%	79
2019 Q4	$25M	Buy	308,905 +9,564	+3%	+$775K	10.64%	1
2019 Q3	$24.3M	Buy	299,341 +13,060	+5%	+$1.06M	11.6%	1
2019 Q2	$23.1M	Buy	286,281 +30,415	+12%	+$2.43M	11.26%	1
2019 Q1	$20.4M	Sell	255,866 -6,592	-3%	-$520K	10.01%	2
2018 Q4	$20.5M	Buy	+262,458	New	+$20.4M	11.05%	1

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 $4.81B AUM 4.62% 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

Traverso Chambers Private Wealth Management's VCSH Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.9% in Q4 2023, buying an estimated $2.42K and bringing the position to 3,584 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #106.

Traverso Chambers Private Wealth Management first reported a position in VCSH in Q4 2018 and has held it in 21 quarters since. The position peaked at $25M in Q4 2019. 1,285 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

Traverso Chambers Private Wealth Management held 3,584 shares of Vanguard Short-Term Corporate Bond ETF worth $277K as of Q4 2023.
Traverso Chambers Private Wealth Management bought 32 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $2.42K.
Vanguard Short-Term Corporate Bond ETF made up 0.07% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #106 holding.
Traverso Chambers Private Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $25M in Q4 2019.
1,285 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.