Clear Perspective Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-55	Closed	-$4K	–	416
2018 Q2	$4K	Hold	55	–	–	﹤0.01%	432
2018 Q1	$4K	Buy	+55	New	+$4.33K	﹤0.01%	421

Other funds holding VCSH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

MIFH

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIG

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Perspective Advisors's VCSH Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2018, closing a stake of 55 shares — an estimated $4K sold.

Clear Perspective Advisors first reported a position in VCSH in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 658 funds tracked by Wall St. Rank hold VCSH as of Q3 2018.

Clear Perspective Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 55 Vanguard Short-Term Corporate Bond ETF shares in Q3 2018, an estimated $4K.
Clear Perspective Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2018 and held it in 2 quarters.
Clear Perspective Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $4K in Q2 2018.
658 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.