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

TrueWealth 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 Q3	–	Sell	-3,884	Closed	-$294K	–	207
2023 Q2	$294K	Sell	3,884 -1,008	-21%	-$76.6K	0.12%	131
2023 Q1	$373K	Sell	4,892 -25,210	-84%	-$1.91M	0.16%	100
2022 Q4	$2.26M	Sell	30,102 -2,500	-8%	-$187K	0.99%	22
2022 Q3	$2.42M	Buy	32,602 +623	+2%	+$47.5K	1.15%	17
2022 Q2	$2.44M	Sell	31,979 -57,099	-64%	-$4.39M	1.13%	20
2022 Q1	$7.24M	Hold	89,078	–	–	3.25%	8
2021 Q4	$7.24M	Buy	89,078 +1,005	+1%	+$82.1K	3.25%	8
2021 Q3	$7.26M	Sell	88,073 -4,342	-5%	-$359K	4.08%	6
2021 Q2	$7.64M	Buy	92,415 +8,704	+10%	+$720K	4.46%	5
2021 Q1	$6.92M	Sell	83,711 -5,908	-7%	-$489K	4.49%	4
2020 Q4	$7.44M	Buy	+89,619	New	+$7.43M	6.39%	2

Other funds holding VCSH

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

TrueWealth Advisors's VCSH Position: Q3 2023 in Review

TrueWealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2023, closing a stake of 3,884 shares — an estimated $294K sold.

TrueWealth Advisors first reported a position in VCSH in Q4 2020 and held it in 11 quarters. The position peaked at $7.64M in Q2 2021. 1,214 funds tracked by Wall St. Rank hold VCSH as of Q3 2023.

TrueWealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
TrueWealth Advisors sold 3,884 Vanguard Short-Term Corporate Bond ETF shares in Q3 2023, an estimated $294K.
TrueWealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
TrueWealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $7.64M in Q2 2021.
1,214 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2023.

Based on TrueWealth Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.