Integrated Wealth Management (Palm Desert)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$2.02M	Buy	25,293 +10,635	+73%	+$846K	0.68%	40
2016 Q4	$1.16M	Buy	14,658 +10,046	+218%	+$801K	0.43%	69
2016 Q3	$371K	Buy	4,612 +387	+9%	+$31.2K	0.13%	147
2016 Q2	$342K	Buy	4,225 +874	+26%	+$70.1K	0.13%	148
2016 Q1	$268K	Buy	3,351 +2,525	+306%	+$200K	0.11%	149
2015 Q4	$65K	Sell	826 -461	-36%	-$36.6K	0.03%	345
2015 Q3	$103K	Sell	1,287 -150	-10%	-$11.9K	0.05%	264
2015 Q2	$114K	Buy	1,437 +150	+12%	+$12K	0.04%	265
2015 Q1	$103K	Buy	+1,287	New	+$103K	0.04%	267

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s VCSH Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 73% in Q1 2017, buying an estimated $846K and bringing the position to 25,293 shares worth $2.02M. The position accounts for 0.68% of the portfolio, ranked #40.

Integrated Wealth Management (Palm Desert) first reported a position in VCSH in Q1 2015 and has held it in 9 quarters since. 544 funds tracked by Wall St. Rank hold VCSH as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 25,293 shares of Vanguard Short-Term Corporate Bond ETF worth $2.02M as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 10,635 Vanguard Short-Term Corporate Bond ETF shares in Q1 2017, an estimated $846K.
Vanguard Short-Term Corporate Bond ETF made up 0.68% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #40 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2015 and has held it in 9 quarters since.
544 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.