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

Cobiz Wealth’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 Q2	$237K	Sell	2,932 -7,282	-71%	-$581K	0.05%	102
2019 Q1	$815K	Buy	10,214 +420	+4%	+$33.1K	0.16%	82
2018 Q4	$763K	Buy	9,794 +934	+11%	+$72.6K	0.17%	88
2018 Q3	$692K	Sell	8,860 -1,127	-11%	-$88.1K	0.13%	86
2018 Q2	$780K	Sell	9,987 -3,388	-25%	-$265K	0.16%	84
2018 Q1	$1.05M	Sell	13,375 -5,406	-29%	-$425K	0.22%	71
2017 Q4	$1.49M	Sell	18,781 -117	-0.6%	-$9.33K	0.31%	64
2017 Q3	$1.51M	Sell	18,898 -259	-1%	-$20.8K	0.33%	62
2017 Q2	$1.53M	Sell	19,157 -33	-0.2%	-$2.64K	0.34%	64
2017 Q1	$1.53M	Buy	19,190 +388	+2%	+$30.9K	0.34%	66
2016 Q4	$1.49M	Sell	18,802 -63	-0.3%	-$5.03K	0.35%	67
2016 Q3	$1.52M	Buy	18,865 +833	+5%	+$67.2K	0.37%	67
2016 Q2	$1.46M	Buy	18,032 +39	+0.2%	+$3.13K	0.37%	72
2016 Q1	$1.44M	Buy	17,993 +2,452	+16%	+$194K	0.35%	73
2015 Q4	$1.23M	Buy	15,541 +310	+2%	+$24.6K	0.29%	76
2015 Q3	$1.21M	Buy	15,231 +49	+0.3%	+$3.9K	0.29%	79
2015 Q2	$1.21M	Buy	15,182 +4,116	+37%	+$329K	0.27%	78
2015 Q1	$888K	Buy	11,066 +3,990	+56%	+$319K	0.2%	82
2014 Q4	$563K	Buy	+7,076	New	+$566K	0.13%	93

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Cobiz Wealth's VCSH Position: Q2 2019 in Review

Cobiz Wealth reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 71% in Q2 2019, selling an estimated $581K and leaving 2,932 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #102.

Cobiz Wealth first reported a position in VCSH in Q4 2014 and has held it in 19 quarters since. The position peaked at $1.53M in Q2 2017. 707 funds tracked by Wall St. Rank hold VCSH as of Q2 2019.

Cobiz Wealth held 2,932 shares of Vanguard Short-Term Corporate Bond ETF worth $237K as of Q2 2019.
Cobiz Wealth sold 7,282 Vanguard Short-Term Corporate Bond ETF shares in Q2 2019, an estimated $581K.
Vanguard Short-Term Corporate Bond ETF made up 0.05% of Cobiz Wealth's portfolio in Q2 2019, its #102 holding.
Cobiz Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2014 and has held it in 19 quarters since.
Cobiz Wealth's Vanguard Short-Term Corporate Bond ETF position peaked at $1.53M in Q2 2017.
707 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2019.

Based on Cobiz Wealth's 13F filing for Q2 2019, filed 8 Jul 2019.