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Gary Goldberg Planning Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$37K Buy
463
+151
+48% +$12.1K 0.02% 250
2014
Q3 		$25K Buy
+312
New +$25K 0.01% 300

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Gary Goldberg Planning Services's VCSH Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 48% in Q4 2014, buying an estimated $12.1K and bringing the position to 463 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #250.

Gary Goldberg Planning Services first reported a position in VCSH in Q3 2014 and has held it in 2 quarters since. 337 funds tracked by Wall St. Rank hold VCSH as of Q4 2014.

  • Gary Goldberg Planning Services held 463 shares of Vanguard Short-Term Corporate Bond ETF worth $37K as of Q4 2014.
  • Gary Goldberg Planning Services bought 151 Vanguard Short-Term Corporate Bond ETF shares in Q4 2014, an estimated $12.1K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #250 holding.
  • Gary Goldberg Planning Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2014 and has held it in 2 quarters since.
  • 337 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.