Welch & Forbes’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Welch & Forbes’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
2022 Q1	–	Sell	-4,410	Closed	-$358K	–	414
2021 Q4	$358K	Hold	4,410	–	–	0.01%	321
2021 Q3	$363K	Sell	4,410 -98	-2%	-$8.1K	0.01%	319
2021 Q2	$373K	Hold	4,508	–	–	0.01%	324
2021 Q1	$372K	Buy	+4,508	New	+$373K	0.01%	315

Other funds holding VCSH

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Welch & Forbes's VCSH Position: Q1 2022 in Review

Welch & Forbes sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2022, closing a stake of 4,410 shares — an estimated $358K sold.

Welch & Forbes first reported a position in VCSH in Q1 2021 and held it in 4 quarters. The position peaked at $373K in Q2 2021. 1,256 funds tracked by Wall St. Rank hold VCSH as of Q1 2022.

Welch & Forbes reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Welch & Forbes sold 4,410 Vanguard Short-Term Corporate Bond ETF shares in Q1 2022, an estimated $358K.
Welch & Forbes first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Welch & Forbes's Vanguard Short-Term Corporate Bond ETF position peaked at $373K in Q2 2021.
1,256 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2022.

Based on Welch & Forbes's 13F filing for Q1 2022, filed 25 Apr 2022.