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Von Berge Wealth Management Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Von Berge Wealth Management 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
2024
Q4 		– Sell
-2,823
Closed -$221K – 68
2024
Q3 		$221K Sell
2,823
-353
-11% -$27.7K 0.14% 61
2024
Q2 		$244K Buy
3,176
+18
+0.6% +$1.39K 0.16% 56
2024
Q1 		$244K Sell
3,158
-330
-9% -$25.5K 0.16% 56
2023
Q4 		$271K Sell
3,488
-494
-12% -$37.4K 0.21% 53
2023
Q3 		$299K Sell
3,982
-2,141
-35% -$162K 0.26% 43
2023
Q2 		$463K Sell
6,123
-300
-5% -$22.8K 0.38% 35
2023
Q1 		$490K Sell
6,423
-5
-0.1% -$379 0.44% 33
2022
Q4 		$490K Sell
6,428
-1,780
-22% -$133K 0.44% 32
2022
Q3 		$608K Sell
8,208
-1,926
-19% -$147K 0.65% 30
2022
Q2 		$773K Buy
10,134
+20
+0.2% +$1.54K 0.8% 27
2022
Q1 		$783K Sell
10,114
-732
-7% -$58.2K 0.71% 29
2021
Q4 		$871K Buy
+10,846
New +$886K 0.8% 28

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

Von Berge Wealth Management Group's VCSH Position: Q4 2024 in Review

Von Berge Wealth Management Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2024, closing a stake of 2,823 shares — an estimated $221K sold.

Von Berge Wealth Management Group first reported a position in VCSH in Q4 2021 and held it in 12 quarters. The position peaked at $871K in Q4 2021. 1,325 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

  • Von Berge Wealth Management Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 2,823 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $221K.
  • Von Berge Wealth Management Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • Von Berge Wealth Management Group's Vanguard Short-Term Corporate Bond ETF position peaked at $871K in Q4 2021.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on Von Berge Wealth Management Group's 13F filing for Q4 2024, filed 6 Feb 2025.