Vishria Bird Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Vishria Bird Financial Group’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	–	Sell	-3,297	Closed	-$251K	–	59
2022 Q2	$251K	Sell	3,297 -19,412	-85%	-$1.49M	0.17%	48
2022 Q1	$1.77M	Sell	22,709 -45,022	-66%	-$3.58M	0.98%	20
2021 Q4	$5.5M	Sell	67,731 -2,325	-3%	-$190K	2.56%	15
2021 Q3	$5.77M	Sell	70,056 -474	-0.7%	-$39.2K	3.03%	13
2021 Q2	$5.83M	Sell	70,530 -3,836	-5%	-$317K	2.87%	15
2021 Q1	$6.13M	Sell	74,366 -108,729	-59%	-$9.01M	3.39%	12
2020 Q4	$15.2M	Sell	183,095 -87,620	-32%	-$7.27M	8.68%	1
2020 Q3	$22.4M	Sell	270,715 -75,034	-22%	-$6.22M	14.1%	1
2020 Q2	$28.6M	Buy	+345,749	New	+$28.1M	22.35%	1

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

Vishria Bird Financial Group's VCSH Position: Q3 2022 in Review

Vishria Bird Financial Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2022, closing a stake of 3,297 shares — an estimated $251K sold.

Vishria Bird Financial Group first reported a position in VCSH in Q2 2020 and held it in 9 quarters. The position peaked at $28.6M in Q2 2020. 1,234 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

Vishria Bird Financial Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Vishria Bird Financial Group sold 3,297 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $251K.
Vishria Bird Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Vishria Bird Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $28.6M in Q2 2020.
1,234 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Vishria Bird Financial Group's 13F filing for Q3 2022, filed 27 Oct 2022.