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West Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

West Financial Advisors’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
Q3 		– Sell
-6,296
Closed -$487K – 192
2024
Q2 		$487K Hold
6,296
– – 0.1% 44
2024
Q1 		$487K Sell
6,296
-2,323
-27% -$179K 0.1% 42
2023
Q4 		$667K Sell
8,619
-166,755
-95% -$12.6M 0.15% 36
2023
Q3 		$13.2M Sell
175,374
-849
-0.5% -$64.1K 3.31% 8
2023
Q2 		$13.3M Sell
176,223
-4,009
-2% -$305K 3.28% 8
2023
Q1 		$13.7M Sell
180,232
-1,151
-0.6% -$87.2K 3.6% 7
2022
Q4 		$13.6M Sell
181,383
-21,853
-11% -$1.63M 3.81% 7
2022
Q3 		$15.1M Sell
203,236
-44,482
-18% -$3.39M 4.52% 5
2022
Q2 		$18.9M Sell
247,718
-479
-0.2% -$36.8K 5.49% 6
2022
Q1 		$19.4M Buy
248,197
+8,329
+3% +$662K 5.1% 6
2021
Q4 		$19.5M Buy
239,868
+22,480
+10% +$1.84M 5.23% 7
2021
Q3 		$17.9M Buy
217,388
+8,242
+4% +$681K 5.25% 7
2021
Q2 		$17.3M Buy
209,146
+65,436
+46% +$5.41M 5.29% 7
2021
Q1 		$11.9M Buy
143,710
+4,127
+3% +$342K 3.98% 9
2020
Q4 		$11.6M Buy
+139,583
New +$11.6M 4.12% 9

Other funds holding VCSH

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 $4.81B AUM 4.62% 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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

West Financial Advisors's VCSH Position: Q3 2024 in Review

West Financial Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2024, closing a stake of 6,296 shares — an estimated $487K sold.

West Financial Advisors first reported a position in VCSH in Q4 2020 and held it in 15 quarters. The position peaked at $19.5M in Q4 2021. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

  • West Financial Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • West Financial Advisors sold 6,296 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $487K.
  • West Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 15 quarters.
  • West Financial Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $19.5M in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on West Financial Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.