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William Howard & Co Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

William Howard & Co 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
Q4 		– Sell
-3,064
Closed -$243K – 58
2024
Q3 		$243K Buy
+3,064
New +$240K 0.21% 46

Other funds holding VCSH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

William Howard & Co Financial Advisors's VCSH Position: Q4 2024 in Review

William Howard & Co Financial Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2024, closing a stake of 3,064 shares — an estimated $243K sold.

William Howard & Co Financial Advisors first reported a position in VCSH in Q3 2024 and held it in 1 quarter. The position peaked at $243K in Q3 2024. 1,325 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

  • William Howard & Co Financial Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • William Howard & Co Financial Advisors sold 3,064 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $243K.
  • William Howard & Co Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • William Howard & Co Financial Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $243K in Q3 2024.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on William Howard & Co Financial Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.