Tri-Star Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Tri-Star 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 Q1	–	Sell	-6,883	Closed	-$524K	–	63
2022 Q4	$524K	Hold	6,883	–	–	0.26%	23
2022 Q3	$511K	Hold	6,883	–	–	0.26%	35
2022 Q2	$527K	Hold	6,883	–	–	0.25%	34
2022 Q1	$531K	Hold	6,883	–	–	0.24%	30
2021 Q4	$556K	Hold	6,883	–	–	0.23%	30
2021 Q3	$566K	Hold	6,883	–	–	0.25%	30
2021 Q2	$569K	Hold	6,883	–	–	0.26%	30
2021 Q1	$568K	Hold	6,883	–	–	0.27%	32
2020 Q4	$572K	Sell	6,883 -1,295	-16%	-$107K	0.32%	27
2020 Q3	$678K	Sell	8,178 -1,208	-13%	-$100K	0.42%	30
2020 Q2	$777K	Buy	+9,386	New	+$764K	0.51%	31

Other funds holding VCSH

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tri-Star Advisors's VCSH Position: Q1 2023 in Review

Tri-Star Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 6,883 shares — an estimated $524K sold.

Tri-Star Advisors first reported a position in VCSH in Q2 2020 and held it in 11 quarters. The position peaked at $777K in Q2 2020. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

Tri-Star Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Tri-Star Advisors sold 6,883 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $524K.
Tri-Star Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2020 and held it in 11 quarters.
Tri-Star Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $777K in Q2 2020.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Tri-Star Advisors's 13F filing for Q1 2023, filed 5 May 2023.