HWP
VCSH icon

Hefty Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		– Sell
-182
Closed -$14K – 279
2017
Q4 		$14K Sell
182
-20
-10% -$1.59K 0.01% 177
2017
Q3 		$16K Buy
+202
New +$16.2K 0.01% 167

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hefty Wealth Partners's VCSH Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2018, closing a stake of 182 shares — an estimated $14K sold.

Hefty Wealth Partners first reported a position in VCSH in Q3 2017 and held it in 2 quarters. The position peaked at $16K in Q3 2017. 652 funds tracked by Wall St. Rank hold VCSH as of Q1 2018.

  • Hefty Wealth Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 182 Vanguard Short-Term Corporate Bond ETF shares in Q1 2018, an estimated $14K.
  • Hefty Wealth Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2017 and held it in 2 quarters.
  • Hefty Wealth Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $16K in Q3 2017.
  • 652 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.