Capital Planning Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Capital Planning 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
2019 Q1	–	Sell	-3,935	Closed	-$307K	–	124
2018 Q4	$307K	Sell	3,935 -2,565	-39%	-$199K	0.11%	100
2018 Q3	$508K	Buy	6,500 +52	+0.8%	+$4.07K	0.16%	94
2018 Q2	$504K	Buy	+6,448	New	+$504K	0.23%	81

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Capital Planning Advisors's VCSH Position: Q1 2019 in Review

Capital Planning Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2019, closing a stake of 3,935 shares — an estimated $307K sold.

Capital Planning Advisors first reported a position in VCSH in Q2 2018 and held it in 3 quarters. The position peaked at $508K in Q3 2018. 713 funds tracked by Wall St. Rank hold VCSH as of Q1 2019.

Capital Planning Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Capital Planning Advisors sold 3,935 Vanguard Short-Term Corporate Bond ETF shares in Q1 2019, an estimated $307K.
Capital Planning Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2018 and held it in 3 quarters.
Capital Planning Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $508K in Q3 2018.
713 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2019.

Based on Capital Planning Advisors's 13F filing for Q1 2019, filed 14 May 2019.