LBA Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

LBA Wealth 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
2017 Q1	$13.5M	Sell	169,832 -2,448	-1%	-$195K	7.13%	3
2016 Q4	$13.7M	Buy	172,280 +11,057	+7%	+$882K	7.49%	3
2016 Q3	$13M	Buy	161,223 +2,992	+2%	+$241K	7.33%	3
2016 Q2	$12.8M	Sell	158,231 -43	-0%	-$3.45K	7.18%	3
2016 Q1	$12.7M	Buy	158,274 +16,483	+12%	+$1.3M	7.32%	3
2015 Q4	$11.2M	Buy	141,791 +19,561	+16%	+$1.55M	6.45%	3
2015 Q3	$9.74M	Sell	122,230 -747	-0.6%	-$59.4K	6.14%	4
2015 Q2	$9.79M	Buy	122,977 +9,429	+8%	+$754K	6.14%	4
2015 Q1	$9.11M	Buy	113,548 +5,134	+5%	+$411K	5.74%	4
2014 Q4	$8.63M	Buy	108,414 +15,569	+17%	+$1.25M	5.72%	4
2014 Q3	$7.42M	Buy	92,845 +66,345	+250%	+$5.32M	5.15%	4
2014 Q2	$2.13M	Buy	26,500 +500	+2%	+$40.1K	1.74%	9
2014 Q1	$2.08M	Hold	26,000	–	–	1.7%	10
2013 Q4	$2.07M	Buy	+26,000	New	+$2.08M	1.71%	9

Other funds holding VCSH

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LBA Wealth Management's VCSH Position: Q1 2017 in Review

LBA Wealth Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.4% in Q1 2017, selling an estimated $195K and leaving 169,832 shares worth $13.5M. The position accounts for 7.13% of the portfolio, ranked #3.

LBA Wealth Management first reported a position in VCSH in Q4 2013 and has held it in 14 quarters since. The position peaked at $13.7M in Q4 2016. 543 funds tracked by Wall St. Rank hold VCSH as of Q1 2017.

LBA Wealth Management held 169,832 shares of Vanguard Short-Term Corporate Bond ETF worth $13.5M as of Q1 2017.
LBA Wealth Management sold 2,448 Vanguard Short-Term Corporate Bond ETF shares in Q1 2017, an estimated $195K.
Vanguard Short-Term Corporate Bond ETF made up 7.13% of LBA Wealth Management's portfolio in Q1 2017, its #3 holding.
LBA Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $13.7M in Q4 2016.
543 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.