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Beacon Financial Advisory’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Beacon Financial Advisory’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
Q1 		– Sell
-49,132
Closed -$3.98M – 164
2019
Q4 		$3.98M Buy
+49,132
New +$3.98M 3.41% 2

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Beacon Financial Advisory's VCSH Position: Q1 2020 in Review

Beacon Financial Advisory sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2020, closing a stake of 49,132 shares — an estimated $3.98M sold.

Beacon Financial Advisory first reported a position in VCSH in Q4 2019 and held it in 1 quarter. The position peaked at $3.98M in Q4 2019. 837 funds tracked by Wall St. Rank hold VCSH as of Q1 2020.

  • Beacon Financial Advisory reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Beacon Financial Advisory sold 49,132 Vanguard Short-Term Corporate Bond ETF shares in Q1 2020, an estimated $3.98M.
  • Beacon Financial Advisory first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Beacon Financial Advisory's Vanguard Short-Term Corporate Bond ETF position peaked at $3.98M in Q4 2019.
  • 837 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2020.

Based on Beacon Financial Advisory's 13F filing for Q1 2020, filed 15 Apr 2020.