Burt Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-465	Closed	-$39K	–	353
2020 Q4	$39K	Hold	465	–	–	0.01%	199
2020 Q3	$39K	Hold	465	–	–	0.01%	192
2020 Q2	$38K	Sell	465 -18	-4%	-$1.46K	0.02%	190
2020 Q1	$38K	Buy	483 +18	+4%	+$1.45K	0.02%	185
2019 Q4	$38K	Hold	465	–	–	0.01%	192
2019 Q3	$38K	Hold	465	–	–	0.02%	191
2019 Q2	$38K	Sell	465 -225	-33%	-$18K	0.02%	189
2019 Q1	$55K	Hold	690	–	–	0.02%	171
2018 Q4	$54K	Sell	690 -247	-26%	-$19.2K	0.03%	169
2018 Q3	$73K	Buy	937 +247	+36%	+$19.3K	0.03%	158
2018 Q2	$54K	Hold	690	–	–	0.03%	174
2018 Q1	$54K	Hold	690	–	–	0.03%	175
2017 Q4	$55K	Hold	690	–	–	0.03%	172
2017 Q3	$55K	Hold	690	–	–	0.04%	166
2017 Q2	$55K	Hold	690	–	–	0.04%	174
2017 Q1	$55K	Hold	690	–	–	0.04%	157
2016 Q4	$55K	Hold	690	–	–	0.05%	161
2016 Q3	$55K	Hold	690	–	–	0.06%	151
2016 Q2	$55K	Hold	690	–	–	0.06%	146
2016 Q1	$55K	Hold	690	–	–	0.05%	158
2015 Q4	$54K	Hold	690	–	–	0.04%	145
2015 Q3	$54K	Hold	690	–	–	0.07%	129
2015 Q2	$55K	Hold	690	–	–	0.06%	143
2015 Q1	$50K	Hold	690	–	–	0.05%	139
2014 Q4	$55K	Buy	+690	New	+$55.2K	0.06%	135

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Burt Wealth Advisors's VCSH Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2021, closing a stake of 465 shares — an estimated $39K sold.

Burt Wealth Advisors first reported a position in VCSH in Q4 2014 and held it in 25 quarters. The position peaked at $73K in Q3 2018. 1,089 funds tracked by Wall St. Rank hold VCSH as of Q1 2021.

Burt Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 465 Vanguard Short-Term Corporate Bond ETF shares in Q1 2021, an estimated $39K.
Burt Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $73K in Q3 2018.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.