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

Catamount 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
2015 Q3	–	Sell	-31	Closed	-$2K	–	198
2015 Q2	$2K	Hold	31	–	–	﹤0.01%	169
2015 Q1	$2K	Buy	+31	New	+$2.48K	﹤0.01%	139

Other funds holding VCSH

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Catamount Wealth Management's VCSH Position: Q3 2015 in Review

Catamount Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2015, closing a stake of 31 shares — an estimated $2K sold.

Catamount Wealth Management first reported a position in VCSH in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q2 2015. 345 funds tracked by Wall St. Rank hold VCSH as of Q3 2015.

Catamount Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
Catamount Wealth Management sold 31 Vanguard Short-Term Corporate Bond ETF shares in Q3 2015, an estimated $2K.
Catamount Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2015 and held it in 2 quarters.
Catamount Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $2K in Q2 2015.
345 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.