WT Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

WT Wealth Management’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 Q2	–	Sell	-56,890	Closed	-$4.44M	–	124
2022 Q1	$4.44M	Sell	56,890 -7,481	-12%	-$595K	1.71%	15
2021 Q4	$5.23M	Sell	64,371 -2,302	-3%	-$188K	1.92%	10
2021 Q3	$5.5M	Sell	66,673 -97	-0.1%	-$8.02K	2.12%	8
2021 Q2	$5.52M	Buy	66,770 +11,580	+21%	+$957K	2.24%	6
2021 Q1	$4.55M	Buy	55,190 +28,349	+106%	+$2.35M	2.1%	7
2020 Q4	$2.23M	Buy	26,841 +18,350	+216%	+$1.52M	1.22%	22
2020 Q3	$703K	Buy	+8,491	New	+$704K	0.47%	59

Other funds holding VCSH

Bank of America

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

Northwestern Mutual Wealth Management

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

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

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

Envestnet Asset Management

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

Royal Bank of Canada

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return