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Fiduciary Planning’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Fiduciary Planning’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
2020
Q2 		– Sell
-15,606
Closed -$1.23M – 49
2020
Q1 		$1.23M Buy
+15,606
New +$1.25M 2.31% 10

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Fiduciary Planning's VCSH Position: Q2 2020 in Review

Fiduciary Planning sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2020, closing a stake of 15,606 shares — an estimated $1.23M sold.

Fiduciary Planning first reported a position in VCSH in Q1 2020 and held it in 1 quarter. The position peaked at $1.23M in Q1 2020. 884 funds tracked by Wall St. Rank hold VCSH as of Q2 2020.

  • Fiduciary Planning reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Fiduciary Planning sold 15,606 Vanguard Short-Term Corporate Bond ETF shares in Q2 2020, an estimated $1.23M.
  • Fiduciary Planning first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Fiduciary Planning's Vanguard Short-Term Corporate Bond ETF position peaked at $1.23M in Q1 2020.
  • 884 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2020.

Based on Fiduciary Planning's 13F filing for Q2 2020, filed 24 Aug 2020.