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Joel Isaacson & Co’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Joel Isaacson & Co’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
Q3 		– Sell
-4,000
Closed -$320K – 188
2017
Q2 		$320K Hold
4,000
– – 0.06% 137
2017
Q1 		$319K Buy
+4,000
New +$318K 0.06% 132

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Joel Isaacson & Co's VCSH Position: Q3 2017 in Review

Joel Isaacson & Co sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2017, closing a stake of 4,000 shares — an estimated $320K sold.

Joel Isaacson & Co first reported a position in VCSH in Q1 2017 and held it in 2 quarters. The position peaked at $320K in Q2 2017. 582 funds tracked by Wall St. Rank hold VCSH as of Q3 2017.

  • Joel Isaacson & Co reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 4,000 Vanguard Short-Term Corporate Bond ETF shares in Q3 2017, an estimated $320K.
  • Joel Isaacson & Co first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2017 and held it in 2 quarters.
  • Joel Isaacson & Co's Vanguard Short-Term Corporate Bond ETF position peaked at $320K in Q2 2017.
  • 582 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2017.

Based on Joel Isaacson & Co's 13F filing for Q3 2017, filed 2 Nov 2017.