JRM Investment Counsel’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

JRM Investment Counsel’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	-2,541	Closed	-$202K	–	34
2017 Q4	$202K	Sell	2,541 -6,539	-72%	-$521K	0.16%	35
2017 Q3	$728K	Sell	9,080 -981	-10%	-$78.6K	0.59%	27
2017 Q2	$805K	Sell	10,061 -2,023	-17%	-$162K	0.63%	28
2017 Q1	$964K	Sell	12,084 -2,078	-15%	-$165K	0.81%	26
2016 Q4	$1.12M	Sell	14,162 -516	-4%	-$41.2K	0.86%	27
2016 Q3	$1.18M	Buy	14,678 +7,766	+112%	+$626K	1%	27
2016 Q2	$559K	Buy	+6,912	New	+$554K	0.54%	26

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

USAA

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

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

RIG

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

JRM Investment Counsel's VCSH Position: Q1 2018 in Review

JRM Investment Counsel sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2018, closing a stake of 2,541 shares — an estimated $202K sold.

JRM Investment Counsel first reported a position in VCSH in Q2 2016 and held it in 7 quarters. The position peaked at $1.18M in Q3 2016. 652 funds tracked by Wall St. Rank hold VCSH as of Q1 2018.

JRM Investment Counsel reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
JRM Investment Counsel sold 2,541 Vanguard Short-Term Corporate Bond ETF shares in Q1 2018, an estimated $202K.
JRM Investment Counsel first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2016 and held it in 7 quarters.
JRM Investment Counsel's Vanguard Short-Term Corporate Bond ETF position peaked at $1.18M in Q3 2016.
652 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2018.

Based on JRM Investment Counsel's 13F filing for Q1 2018, filed 14 May 2018.