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Wetzel Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Wetzel Investment 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
-44
Closed -$3.4K – 852
2024
Q2 		$3.4K Hold
44
– – ﹤0.01% 654
2024
Q1 		$3.36K Hold
44
– – ﹤0.01% 750
2023
Q4 		$3K Buy
+44
New +$3.33K ﹤0.01% 820

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wetzel Investment Advisors's VCSH Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2024, closing a stake of 44 shares — an estimated $3.4K sold.

Wetzel Investment Advisors first reported a position in VCSH in Q4 2023 and held it in 3 quarters. The position peaked at $3.4K in Q2 2024. 1,250 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 44 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $3.4K.
  • Wetzel Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $3.4K in Q2 2024.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.