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

Altium 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
2020 Q3	–	Sell	-3,060	Closed	-$253K	–	348
2020 Q2	$253K	Sell	3,060 -260	-8%	-$21.1K	0.03%	282
2020 Q1	$263K	Sell	3,320 -775	-19%	-$62.3K	0.04%	239
2019 Q4	$332K	Sell	4,095 -229	-5%	-$18.6K	0.04%	209
2019 Q3	$350K	Sell	4,324 -61	-1%	-$4.93K	0.05%	198
2019 Q2	$354K	Sell	4,385 -200	-4%	-$16K	0.05%	197
2019 Q1	$366K	Buy	4,585 +30	+0.7%	+$2.37K	0.06%	198
2018 Q4	$355K	Hold	4,555	–	–	0.07%	182
2018 Q3	$356K	Buy	+4,555	New	+$356K	0.07%	196

Other funds holding VCSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MYLI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Altium Wealth Management's VCSH Position: Q3 2020 in Review

Altium Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2020, closing a stake of 3,060 shares — an estimated $253K sold.

Altium Wealth Management first reported a position in VCSH in Q3 2018 and held it in 8 quarters. The position peaked at $366K in Q1 2019. 925 funds tracked by Wall St. Rank hold VCSH as of Q3 2020.

Altium Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Altium Wealth Management sold 3,060 Vanguard Short-Term Corporate Bond ETF shares in Q3 2020, an estimated $253K.
Altium Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2018 and held it in 8 quarters.
Altium Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $366K in Q1 2019.
925 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2020.

Based on Altium Wealth Management's 13F filing for Q3 2020, filed 26 Oct 2020.