Lederer & Associates Investment Counsel’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Lederer & Associates 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
2021 Q2	–	Sell	-533	Closed	-$44K	–	145
2021 Q1	$44K	Buy	+533	New	+$44.2K	0.03%	107
2018 Q4	–	Sell	-2,932	Closed	-$229K	–	93
2018 Q3	$229K	Buy	2,932 +39	+1%	+$3.05K	0.19%	91
2018 Q2	$226K	Buy	2,893 +5	+0.2%	+$391	0.2%	87
2018 Q1	$227K	Buy	2,888 +4	+0.1%	+$315	0.2%	87
2017 Q4	$229K	Buy	2,884 +330	+13%	+$26.3K	0.21%	83
2017 Q3	$205K	Buy	2,554 +3	+0.1%	+$240	0.2%	82
2017 Q2	$204K	Buy	+2,551	New	+$204K	0.2%	83

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

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lederer & Associates Investment Counsel's VCSH Position: Q2 2021 in Review

Lederer & Associates Investment Counsel sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2021, closing a stake of 533 shares — an estimated $44K sold.

Lederer & Associates Investment Counsel first reported a position in VCSH in Q2 2017 and held it in 7 quarters. The position peaked at $229K in Q3 2018. 1,112 funds tracked by Wall St. Rank hold VCSH as of Q2 2021.

Lederer & Associates Investment Counsel reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Lederer & Associates Investment Counsel sold 533 Vanguard Short-Term Corporate Bond ETF shares in Q2 2021, an estimated $44K.
Lederer & Associates Investment Counsel first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2017 and held it in 7 quarters.
Lederer & Associates Investment Counsel's Vanguard Short-Term Corporate Bond ETF position peaked at $229K in Q3 2018.
1,112 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2021.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2021, filed 23 Jul 2021.