WealthSource Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

WealthSource Partners’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 Q4	$1.24M	Buy	16,063 +160	+1%	+$12.1K	0.08%	173
2023 Q3	$1.2M	Sell	15,903 -3,801	-19%	-$287K	0.08%	172
2023 Q2	$1.49M	Buy	19,704 +5,801	+42%	+$441K	0.1%	154
2023 Q1	$1.06M	Hold	13,903	–	–	0.07%	188
2022 Q4	$1.05M	Hold	13,903	–	–	0.07%	189
2022 Q3	$1.03M	Buy	13,903 +3,184	+30%	+$243K	0.08%	185
2022 Q2	$817K	Sell	10,719 -615	-5%	-$47.3K	0.06%	215
2022 Q1	$885K	Sell	11,334 -10,081	-47%	-$802K	0.06%	235
2021 Q4	$1.74M	Sell	21,415 -13,455	-39%	-$1.1M	0.14%	121
2021 Q3	$2.87M	Sell	34,870 -1,677	-5%	-$139K	0.25%	62
2021 Q2	$3.02M	Buy	36,547 +546	+2%	+$45.1K	0.27%	52
2021 Q1	$2.97M	Sell	36,001 -1,337	-4%	-$111K	0.3%	49
2020 Q4	$3.11M	Buy	37,338 +7,283	+24%	+$604K	0.36%	35
2020 Q3	$2.49M	Buy	30,055 +9,018	+43%	+$747K	0.33%	40
2020 Q2	$1.74M	Buy	21,037 +15,965	+315%	+$1.3M	0.25%	51
2020 Q1	$401K	Buy	5,072 +2,183	+76%	+$176K	0.06%	202
2019 Q4	$234K	Sell	2,889 -2,970	-51%	-$241K	0.03%	360
2019 Q3	$475K	Sell	5,859 -5,440	-48%	-$440K	0.07%	252
2019 Q2	$912K	Buy	11,299 +4,801	+74%	+$383K	0.14%	157
2019 Q1	$518K	Buy	6,498 +2,487	+62%	+$196K	0.12%	164
2018 Q4	$313K	Sell	4,011 -270	-6%	-$21K	0.09%	206
2018 Q3	$335K	Sell	4,281 -206	-5%	-$16.1K	0.09%	201
2018 Q2	$350K	Buy	4,487 +479	+12%	+$37.4K	0.1%	191
2018 Q1	$314K	Sell	4,008 -280	-7%	-$22K	0.1%	195
2017 Q4	$340K	Buy	4,288 +121	+3%	+$9.65K	0.11%	177
2017 Q3	$334K	Buy	4,167 +16	+0.4%	+$1.28K	0.11%	195
2017 Q2	$332K	Sell	4,151 -194	-4%	-$15.5K	0.11%	187
2017 Q1	$346K	Sell	4,345 -1,027	-19%	-$81.7K	0.13%	175
2016 Q4	$426K	Sell	5,372 -320	-6%	-$25.5K	0.18%	117
2016 Q3	$458K	Sell	5,692 -321	-5%	-$25.9K	0.17%	126
2016 Q2	$486K	Buy	6,013 +382	+7%	+$30.6K	0.18%	116
2016 Q1	$451K	Buy	+5,631	New	+$446K	0.18%	114

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

WealthSource Partners's VCSH Position: Q4 2023 in Review

WealthSource Partners increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1% in Q4 2023, buying an estimated $12.1K and bringing the position to 16,063 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #173.

WealthSource Partners first reported a position in VCSH in Q1 2016 and has held it in 32 quarters since. The position peaked at $3.11M in Q4 2020. 1,288 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

WealthSource Partners held 16,063 shares of Vanguard Short-Term Corporate Bond ETF worth $1.24M as of Q4 2023.
WealthSource Partners bought 160 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $12.1K.
Vanguard Short-Term Corporate Bond ETF made up 0.08% of WealthSource Partners's portfolio in Q4 2023, its #173 holding.
WealthSource Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2016 and has held it in 32 quarters since.
WealthSource Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $3.11M in Q4 2020.
1,288 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.