Karpus Investment Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Karpus Investment Management’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
2014 Q4	–	Sell	-90,425	Closed	-$7.22M	–	203
2014 Q3	$7.22M	Sell	90,425 -3,550	-4%	-$284K	0.35%	69
2014 Q2	$7.55M	Sell	93,975 -30,755	-25%	-$2.47M	0.36%	74
2014 Q1	$9.98M	Sell	124,730 -114,375	-48%	-$9.15M	0.52%	58
2013 Q4	$19.1M	Sell	239,105 -27,500	-10%	-$2.2M	1.06%	23
2013 Q3	$21.2M	Buy	266,605 +141,875	+114%	+$11.3M	1.35%	20
2013 Q2	$9.87M	Buy	+124,730	New	+$10M	0.69%	41

Other funds holding VCSH

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Karpus Investment Management's VCSH Position: Q4 2014 in Review

Karpus Investment Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2014, closing a stake of 90,425 shares — an estimated $7.22M sold.

Karpus Investment Management first reported a position in VCSH in Q2 2013 and held it in 6 quarters. The position peaked at $21.2M in Q3 2013. 338 funds tracked by Wall St. Rank hold VCSH as of Q4 2014.

Karpus Investment Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
Karpus Investment Management sold 90,425 Vanguard Short-Term Corporate Bond ETF shares in Q4 2014, an estimated $7.22M.
Karpus Investment Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and held it in 6 quarters.
Karpus Investment Management's Vanguard Short-Term Corporate Bond ETF position peaked at $21.2M in Q3 2013.
338 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2014.

Based on Karpus Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.