Wambolt & Associates’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Wambolt & Associates’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 Q2	–	Sell	-3,153	Closed	-$241K	–	267
2023 Q1	$241K	Hold	3,153	–	–	0.09%	231
2022 Q4	$237K	Sell	3,153 -436	-12%	-$32.6K	0.09%	214
2022 Q3	$267K	Hold	3,589	–	–	0.11%	198
2022 Q2	$274K	Hold	3,589	–	–	0.11%	199
2022 Q1	$279K	Sell	3,589 -709	-16%	-$56.4K	0.1%	205
2021 Q4	$349K	Sell	4,298 -589	-12%	-$48.1K	0.13%	183
2021 Q3	$403K	Buy	4,887 +194	+4%	+$16K	0.16%	160
2021 Q2	$387K	Buy	4,693 +133	+3%	+$11K	0.16%	164
2021 Q1	$376K	Buy	4,560 +1,814	+66%	+$150K	0.2%	155
2020 Q4	$229K	Buy	+2,746	New	+$228K	0.14%	186
2020 Q1	–	Sell	-2,601	Closed	-$211K	–	173
2019 Q4	$211K	Buy	+2,601	New	+$211K	0.16%	160
2019 Q1	–	Sell	-2,579	Closed	-$201K	–	159
2018 Q4	$201K	Buy	+2,579	New	+$201K	0.22%	135

Other funds holding VCSH

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wambolt & Associates's VCSH Position: Q2 2023 in Review

Wambolt & Associates sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2023, closing a stake of 3,153 shares — an estimated $241K sold.

Wambolt & Associates first reported a position in VCSH in Q4 2018 and held it in 12 quarters. The position peaked at $403K in Q3 2021. 1,225 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

Wambolt & Associates reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Wambolt & Associates sold 3,153 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $241K.
Wambolt & Associates first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and held it in 12 quarters.
Wambolt & Associates's Vanguard Short-Term Corporate Bond ETF position peaked at $403K in Q3 2021.
1,225 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on Wambolt & Associates's 13F filing for Q2 2023, filed 3 Aug 2023.