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WealthPlan Investment Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

WealthPlan Investment Management’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
Q1 		– Sell
-7,790
Closed -$590K – 573
2022
Q4 		$590K Buy
+7,790
New +$582K 0.04% 236
2022
Q1 		$244K Buy
+3,177
New +$253K 0.02% 346

Other funds holding VCSH

Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthPlan Investment Management's VCSH Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 7,790 shares — an estimated $590K sold.

WealthPlan Investment Management first reported a position in VCSH in Q1 2022 and held it in 2 quarters. The position peaked at $590K in Q4 2022. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 7,790 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $590K.
  • WealthPlan Investment Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Vanguard Short-Term Corporate Bond ETF position peaked at $590K in Q4 2022.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.