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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$1.28M Sell
15,325
-2,101
-12% -$174K 0.32% 26
2020
Q3 		$1.44M Buy
17,426
+584
+3% +$48.4K 0.41% 22
2020
Q2 		$1.39M Buy
16,842
+6,913
+70% +$562K 0.4% 18
2020
Q1 		$785K Buy
9,929
+897
+10% +$72.1K 0.22% 34
2019
Q4 		$732K Buy
9,032
+1,177
+15% +$95.3K 0.17% 46
2019
Q3 		$637K Buy
7,855
+758
+11% +$61.2K 0.16% 54
2019
Q2 		$573K Buy
7,097
+679
+11% +$54.2K 0.15% 51
2019
Q1 		$512K Buy
6,418
+51
+0.8% +$4.02K 0.15% 54
2018
Q4 		$496K Sell
6,367
-4,849
-43% -$377K 0.16% 53
2018
Q3 		$877K Sell
11,216
-1,661
-13% -$130K 0.3% 32
2018
Q2 		$1.01M Sell
12,877
-1,422
-10% -$111K 0.36% 19
2018
Q1 		$1.12M Sell
14,299
-1,136
-7% -$89.4K 0.41% 18
2017
Q4 		$1.22M Buy
15,435
+15,145
+5,222% +$1.21M 3.19% 8
2017
Q3 		$23K Hold
290
– – 0.01% 212
2017
Q2 		$23K Hold
290
– – 0.01% 207
2017
Q1 		$24K Sell
290
-840
-74% -$66.8K 0.01% 215
2016
Q4 		$90K Buy
1,130
+7
+0.6% +$558 0.02% 121
2016
Q3 		$90K Buy
1,123
+833
+287% +$67.2K 0.04% 109
2016
Q2 		$23K Hold
290
– – 0.01% 205
2016
Q1 		$23K Hold
290
– – 0.01% 195
2015
Q4 		$23K Buy
+290
New +$23K 0.01% 190

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's VCSH Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 12% in Q4 2020, selling an estimated $174K and leaving 15,325 shares worth $1.28M. The position accounts for 0.32% of the portfolio, ranked #26.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in VCSH in Q4 2015 and has held it in 21 quarters since. The position peaked at $1.44M in Q3 2020. 1,048 funds tracked by Wall St. Rank hold VCSH as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 15,325 shares of Vanguard Short-Term Corporate Bond ETF worth $1.28M as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 2,101 Vanguard Short-Term Corporate Bond ETF shares in Q4 2020, an estimated $174K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.32% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #26 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2015 and has held it in 21 quarters since.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Vanguard Short-Term Corporate Bond ETF position peaked at $1.44M in Q3 2020.
  • 1,048 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.