Fusion Investment Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Fusion Investment Group’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
2015 Q3	–	Sell	-6,307	Closed	-$502K	–	200
2015 Q2	$502K	Buy	6,307 +2,172	+53%	+$174K	0.39%	57
2015 Q1	$332K	Sell	4,135 -393	-9%	-$31.4K	0.27%	71
2014 Q4	$361K	Buy	4,528 +208	+5%	+$16.6K	0.31%	61
2014 Q3	$345K	Sell	4,320 -14	-0.3%	-$1.12K	0.3%	49
2014 Q2	$348K	Buy	4,334 +70	+2%	+$5.62K	0.3%	59
2014 Q1	$341K	Sell	4,264 -24,229	-85%	-$1.94M	0.35%	47
2013 Q4	$2.27M	Buy	+28,493	New	+$2.28M	1.68%	10

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fusion Investment Group's VCSH Position: Q3 2015 in Review

Fusion Investment Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2015, closing a stake of 6,307 shares — an estimated $502K sold.

Fusion Investment Group first reported a position in VCSH in Q4 2013 and held it in 7 quarters. The position peaked at $2.27M in Q4 2013. 345 funds tracked by Wall St. Rank hold VCSH as of Q3 2015.

Fusion Investment Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
Fusion Investment Group sold 6,307 Vanguard Short-Term Corporate Bond ETF shares in Q3 2015, an estimated $502K.
Fusion Investment Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2013 and held it in 7 quarters.
Fusion Investment Group's Vanguard Short-Term Corporate Bond ETF position peaked at $2.27M in Q4 2013.
345 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2015.

Based on Fusion Investment Group's 13F filing for Q3 2015, filed 16 Nov 2015.