IWP
VCSH icon

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

Icon 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
-80
Closed -$6K – 706
2017
Q4 		$6K Buy
+80
New +$6.38K ﹤0.01% 765

Other funds holding VCSH

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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

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

Icon Wealth Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2018, closing a stake of 80 shares — an estimated $6K sold.

Icon Wealth Partners first reported a position in VCSH in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 652 funds tracked by Wall St. Rank hold VCSH as of Q1 2018.

  • Icon Wealth Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 80 Vanguard Short-Term Corporate Bond ETF shares in Q1 2018, an estimated $6K.
  • Icon Wealth Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Icon Wealth Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $6K in Q4 2017.
  • 652 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.