Advantage Investment Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Advantage Investment 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
2019 Q3	$2.75M	Buy	33,992 +1,098	+3%	+$88.7K	2.15%	6
2019 Q2	$2.65M	Buy	32,894 +1,612	+5%	+$129K	2.03%	6
2019 Q1	$2.5M	Buy	31,282 +3,484	+13%	+$275K	1.96%	7
2018 Q4	$2.17M	Buy	27,798 +11,383	+69%	+$885K	1.64%	8
2018 Q3	$1.28M	Buy	16,415 +1,754	+12%	+$137K	0.83%	16
2018 Q2	$1.15M	Buy	14,661 +57	+0.4%	+$4.45K	0.84%	19
2018 Q1	$1.15M	Sell	14,604 -5,054	-26%	-$398K	0.44%	49
2017 Q4	$1.56M	Sell	19,658 -939	-5%	-$74.9K	0.48%	45
2017 Q3	$1.65M	Buy	20,597 +1,095	+6%	+$87.7K	0.54%	42
2017 Q2	$1.56M	Buy	19,502 +964	+5%	+$77.1K	0.55%	44
2017 Q1	$1.48M	Buy	18,538 +9,638	+108%	+$767K	0.58%	43
2016 Q4	$706K	Buy	8,900 +1,206	+16%	+$96.2K	0.26%	78
2016 Q3	$620K	Buy	7,694 +1,581	+26%	+$128K	0.23%	77
2016 Q2	$494K	Sell	6,113 -581	-9%	-$46.6K	0.23%	80
2016 Q1	$536K	Sell	6,694 -694	-9%	-$54.9K	0.23%	75
2015 Q4	$584K	Buy	7,388 +22	+0.3%	+$1.75K	0.3%	78
2015 Q3	$587K	Sell	7,366 -5,886	-44%	-$468K	0.34%	63
2015 Q2	$1.05M	Buy	13,252 +1,094	+9%	+$87.5K	0.51%	55
2015 Q1	$975K	Buy	12,158 +2,667	+28%	+$213K	0.55%	38
2014 Q4	$756K	Buy	+9,491	New	+$759K	0.56%	45

Other funds holding VCSH

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Advantage Investment Management's VCSH Position: Q3 2019 in Review

Advantage Investment Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 3.3% in Q3 2019, buying an estimated $88.7K and bringing the position to 33,992 shares worth $2.75M. The position accounts for 2.15% of the portfolio, ranked #6.

Advantage Investment Management first reported a position in VCSH in Q4 2014 and has held it in 20 quarters since. 722 funds tracked by Wall St. Rank hold VCSH as of Q3 2019.

Advantage Investment Management held 33,992 shares of Vanguard Short-Term Corporate Bond ETF worth $2.75M as of Q3 2019.
Advantage Investment Management bought 1,098 Vanguard Short-Term Corporate Bond ETF shares in Q3 2019, an estimated $88.7K.
Vanguard Short-Term Corporate Bond ETF made up 2.15% of Advantage Investment Management's portfolio in Q3 2019, its #6 holding.
Advantage Investment Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2014 and has held it in 20 quarters since.
722 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.