Gupta Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$1.38M Buy
17,208
+1,353
+9% +$107K 0.32% 74
2015
Q4
$1.25M Buy
15,855
+15,525
+4,705% +$1.23M 0.32% 71
2015
Q3
$26K Hold
330
0.01% 629
2015
Q2
$26K Buy
+330
New +$26.4K 0.01% 669

Other funds holding VCSH

Gupta Wealth Management's VCSH Position: Q1 2016 in Review

Gupta Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 8.5% in Q1 2016, buying an estimated $107K and bringing the position to 17,208 shares worth $1.38M. The position accounts for 0.32% of the portfolio, ranked #74.

Gupta Wealth Management first reported a position in VCSH in Q2 2015 and has held it in 4 quarters since. 405 funds tracked by Wall St. Rank hold VCSH as of Q1 2016.

  • Gupta Wealth Management held 17,208 shares of Vanguard Short-Term Corporate Bond ETF worth $1.38M as of Q1 2016.
  • Gupta Wealth Management bought 1,353 Vanguard Short-Term Corporate Bond ETF shares in Q1 2016, an estimated $107K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.32% of Gupta Wealth Management's portfolio in Q1 2016, its #74 holding.
  • Gupta Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2015 and has held it in 4 quarters since.
  • 405 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.