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

TrinityPoint 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
2024
Q4 		$3.64M Buy
46,636
+23,848
+105% +$1.87M 0.51% 51
2024
Q3 		$1.81M Buy
22,788
+482
+2% +$37.8K 0.26% 97
2024
Q2 		$1.72M Buy
22,306
+705
+3% +$54.2K 0.27% 94
2024
Q1 		$1.67M Buy
+21,601
New +$1.67M 0.28% 90

Other funds holding VCSH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $666B AUM 30.12% 1-Year Est. Return

TrinityPoint Wealth's VCSH Position: Q4 2024 in Review

TrinityPoint Wealth increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 105% in Q4 2024, buying an estimated $1.87M and bringing the position to 46,636 shares worth $3.64M. The position accounts for 0.51% of the portfolio, ranked #51.

TrinityPoint Wealth first reported a position in VCSH in Q1 2024 and has held it in 4 quarters since. 1,325 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

  • TrinityPoint Wealth held 46,636 shares of Vanguard Short-Term Corporate Bond ETF worth $3.64M as of Q4 2024.
  • TrinityPoint Wealth bought 23,848 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $1.87M.
  • Vanguard Short-Term Corporate Bond ETF made up 0.51% of TrinityPoint Wealth's portfolio in Q4 2024, its #51 holding.
  • TrinityPoint Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.