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Denver PWM’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Denver PWM’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
Q4 		– Sell
-1,788
Closed -$145K – 205
2019
Q3 		$145K Buy
+1,788
New +$144K 0.09% 75

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
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

Denver PWM's VCSH Position: Q4 2019 in Review

Denver PWM sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2019, closing a stake of 1,788 shares — an estimated $145K sold.

Denver PWM first reported a position in VCSH in Q3 2019 and held it in 1 quarter. The position peaked at $145K in Q3 2019. 831 funds tracked by Wall St. Rank hold VCSH as of Q4 2019.

  • Denver PWM reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Denver PWM sold 1,788 Vanguard Short-Term Corporate Bond ETF shares in Q4 2019, an estimated $145K.
  • Denver PWM first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Denver PWM's Vanguard Short-Term Corporate Bond ETF position peaked at $145K in Q3 2019.
  • 831 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2019.

Based on Denver PWM's 13F filing for Q4 2019, filed 8 Jan 2020.