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

Concert 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
2017
Q3 		– Sell
-9,029
Closed -$724K – 137
2017
Q2 		$724K Buy
9,029
+157
+2% +$12.6K 0.7% 37
2017
Q1 		$706K Sell
8,872
-820
-8% -$65.2K 0.16% 183
2016
Q4 		$770K Sell
9,692
-5,613
-37% -$448K 0.17% 179
2016
Q3 		$1.23M Sell
15,305
-1,806
-11% -$146K 0.15% 173
2016
Q2 		$1.38M Buy
17,111
+4,879
+40% +$391K 0.19% 148
2016
Q1 		$978K Buy
12,232
+3,368
+38% +$267K 0.13% 197
2015
Q4 		$700K Buy
8,864
+5,258
+146% +$418K 0.09% 275
2015
Q3 		$288K Hold
3,606
– – 0.04% 499
2015
Q2 		$287K Buy
+3,606
New +$288K 0.04% 516
2014
Q4 		– Sell
-2,778
Closed -$222K – 674
2014
Q3 		$222K Sell
2,778
-5
-0.2% -$401 0.03% 474
2014
Q2 		$223K Hold
2,783
– – 0.03% 490
2014
Q1 		$222K Buy
2,783
+15
+0.5% +$1.2K 0.03% 480
2013
Q4 		$221K Sell
2,768
-192
-6% -$15.3K 0.03% 467
2013
Q3 		$236K Buy
2,960
+341
+13% +$27.1K 0.03% 439
2013
Q2 		$208K Buy
+2,619
New +$210K 0.03% 445

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Concert Wealth Management's VCSH Position: Q3 2017 in Review

Concert Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2017, closing a stake of 9,029 shares — an estimated $724K sold.

Concert Wealth Management first reported a position in VCSH in Q2 2013 and held it in 15 quarters. The position peaked at $1.38M in Q2 2016. 581 funds tracked by Wall St. Rank hold VCSH as of Q3 2017.

  • Concert Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 9,029 Vanguard Short-Term Corporate Bond ETF shares in Q3 2017, an estimated $724K.
  • Concert Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and held it in 15 quarters.
  • Concert Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $1.38M in Q2 2016.
  • 581 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.