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

Capital Wealth Planning’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 Q2	–	Sell	-7,498	Closed	-$593K	–	209
2020 Q1	$593K	Buy	+7,498	New	+$603K	0.04%	112
2019 Q4	–	Sell	-7,994	Closed	-$649K	–	248
2019 Q3	$649K	Sell	7,994 -695	-8%	-$56.2K	0.04%	120
2019 Q2	$701K	Buy	+8,689	New	+$694K	0.05%	104

Other funds holding VCSH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

MYLI

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Capital Wealth Planning's VCSH Position: Q2 2020 in Review

Capital Wealth Planning sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2020, closing a stake of 7,498 shares — an estimated $593K sold.

Capital Wealth Planning first reported a position in VCSH in Q2 2019 and held it in 3 quarters. The position peaked at $701K in Q2 2019. 884 funds tracked by Wall St. Rank hold VCSH as of Q2 2020.

Capital Wealth Planning reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 7,498 Vanguard Short-Term Corporate Bond ETF shares in Q2 2020, an estimated $593K.
Capital Wealth Planning first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
Capital Wealth Planning's Vanguard Short-Term Corporate Bond ETF position peaked at $701K in Q2 2019.
884 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.