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

UBP Investment 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
2022 Q3	$260K	Hold	3,504	–	–	0.13%	77
2022 Q2	$270K	Sell	3,504 -1,090	-24%	-$83.8K	0.11%	95
2022 Q1	$320K	Buy	4,594 +1,316	+40%	+$105K	0.12%	89
2021 Q4	$270K	Hold	3,278	–	–	0.1%	92
2021 Q3	$270K	Buy	3,278 +63	+2%	+$5.21K	0.1%	93
2021 Q2	$270K	Hold	3,215	–	–	0.1%	99
2021 Q1	$270K	Buy	3,215 +643	+25%	+$53.3K	0.11%	98
2020 Q4	$214K	Buy	+2,572	New	+$213K	0.11%	76

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

UBP Investment Advisors's VCSH Position: Q3 2022 in Review

UBP Investment Advisors held its Vanguard Short-Term Corporate Bond ETF (VCSH) position steady in Q3 2022 at 3,504 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #77.

UBP Investment Advisors first reported a position in VCSH in Q4 2020 and has held it in 8 quarters since. The position peaked at $320K in Q1 2022. 1,233 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

UBP Investment Advisors held 3,504 shares of Vanguard Short-Term Corporate Bond ETF worth $260K as of Q3 2022.
UBP Investment Advisors left its Vanguard Short-Term Corporate Bond ETF share count unchanged in Q3 2022.
Vanguard Short-Term Corporate Bond ETF made up 0.13% of UBP Investment Advisors's portfolio in Q3 2022, its #77 holding.
UBP Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 8 quarters since.
UBP Investment Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $320K in Q1 2022.
1,233 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.