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

Aevitas 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
2019 Q2	–	Sell	-50	Closed	-$3K	–	330
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	352
2018 Q4	$4K	Hold	50	–	–	﹤0.01%	352
2018 Q3	$4K	Hold	50	–	–	﹤0.01%	405
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	380
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	383
2017 Q4	$4K	Buy	+50	New	+$3.99K	﹤0.01%	383

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Aevitas Wealth Management's VCSH Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2019, closing a stake of 50 shares — an estimated $3K sold.

Aevitas Wealth Management first reported a position in VCSH in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q4 2018. 707 funds tracked by Wall St. Rank hold VCSH as of Q2 2019.

Aevitas Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 50 Vanguard Short-Term Corporate Bond ETF shares in Q2 2019, an estimated $3K.
Aevitas Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $4K in Q4 2018.
707 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.