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Wealth Management Associates’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Wealth Management 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
2024
Q4 		– Sell
-2,669
Closed -$212K – 219
2024
Q3 		$212K Sell
2,669
-20
-0.7% -$1.57K 0.09% 191
2024
Q2 		$208K Hold
2,689
– – 0.1% 190
2024
Q1 		$208K Sell
2,689
-75
-3% -$5.79K 0.1% 190
2023
Q4 		$214K Sell
2,764
-320
-10% -$24.2K 0.11% 182
2023
Q3 		$232K Hold
3,084
– – 0.14% 159
2023
Q2 		$233K Sell
3,084
-400
-11% -$30.4K 0.13% 163
2023
Q1 		$266K Sell
3,484
-185
-5% -$14K 0.16% 146
2022
Q4 		$276K Sell
3,669
-298
-8% -$22.3K 0.18% 135
2022
Q3 		$295K Sell
3,967
-120
-3% -$9.14K 0.21% 126
2022
Q2 		$312K Sell
4,087
-2,395
-37% -$184K 0.21% 125
2022
Q1 		$506K Hold
6,482
– – 0.29% 90
2021
Q4 		$527K Sell
6,482
-105
-2% -$8.58K 0.28% 89
2021
Q3 		$543K Sell
6,587
-25
-0.4% -$2.07K 0.32% 79
2021
Q2 		$547K Buy
6,612
+55
+0.8% +$4.55K 0.31% 77
2021
Q1 		$541K Buy
6,557
+63
+1% +$5.22K 0.34% 69
2020
Q4 		$541K Buy
6,494
+8
+0.1% +$664 0.36% 70
2020
Q3 		$537K Buy
6,486
+13
+0.2% +$1.08K 0.42% 55
2020
Q2 		$535K Hold
6,473
– – 0.45% 55
2020
Q1 		$512K Sell
6,473
-11,496
-64% -$924K 0.52% 48
2019
Q4 		$1.46M Buy
17,969
+975
+6% +$79K 1.04% 24
2019
Q3 		$1.38M Hold
16,994
– – 1.11% 23
2019
Q2 		$1.37M Buy
16,994
+342
+2% +$27.3K 1.37% 24
2019
Q1 		$1.33M Sell
16,652
-170
-1% -$13.4K 1.45% 23
2018
Q4 		$1.31M Buy
+16,822
New +$1.31M 1.77% 18

Other funds holding VCSH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $5.29B AUM 8.96% 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

Wealth Management Associates's VCSH Position: Q4 2024 in Review

Wealth Management Associates sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2024, closing a stake of 2,669 shares — an estimated $212K sold.

Wealth Management Associates first reported a position in VCSH in Q4 2018 and held it in 24 quarters. The position peaked at $1.46M in Q4 2019. 1,326 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

  • Wealth Management Associates reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Management Associates sold 2,669 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $212K.
  • Wealth Management Associates first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and held it in 24 quarters.
  • Wealth Management Associates's Vanguard Short-Term Corporate Bond ETF position peaked at $1.46M in Q4 2019.
  • 1,326 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on Wealth Management Associates's 13F filing for Q4 2024, filed 28 May 2025.