Independence Advisors’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
2020
Q3
$24K Buy
+292
New +$24.2K 0.01% 142
2019
Q4
Sell
-3,904
Closed -$316K 168
2019
Q3
$316K Buy
+3,904
New +$315K 0.08% 68

Other funds holding VCSH

Independence Advisors's VCSH Position: Q3 2020 in Review

Independence Advisors opened a new position in Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2020: 292 shares worth $24K. The stake represents 0.01% of the portfolio and ranks #142 among its holdings. This is a return to the name: Independence Advisors previously reported a position in VCSH as recently as Q3 2019.

Independence Advisors first reported a position in VCSH in Q3 2019 and has held it in 2 quarters since. The position peaked at $316K in Q3 2019. 925 funds tracked by Wall St. Rank hold VCSH as of Q3 2020.

  • Independence Advisors held 292 shares of Vanguard Short-Term Corporate Bond ETF worth $24K as of Q3 2020.
  • Vanguard Short-Term Corporate Bond ETF was a new Independence Advisors position in Q3 2020.
  • Vanguard Short-Term Corporate Bond ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #142 holding.
  • Independence Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2019 and has held it in 2 quarters since.
  • Independence Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $316K in Q3 2019.
  • 925 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.