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Legacy Private Trust’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Legacy Private Trust’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
2019
Q4 		– Sell
-2,470
Closed -$200K – 238
2019
Q3 		$200K Sell
2,470
-50
-2% -$4.04K 0.02% 226
2019
Q2 		$203K Hold
2,520
– – 0.02% 229
2019
Q1 		$201K Buy
+2,520
New +$199K 0.02% 218
2018
Q1 		– Sell
-2,608
Closed -$207K – 245
2017
Q4 		$207K Buy
+2,608
New +$208K 0.02% 228
2016
Q3 		– Sell
-7,846
Closed -$634K – 246
2016
Q2 		$634K Buy
7,846
+3,236
+70% +$260K 0.09% 157
2016
Q1 		$369K Sell
4,610
-762
-14% -$60.3K 0.06% 186
2015
Q4 		$425K Buy
5,372
+2,447
+84% +$194K 0.06% 189
2015
Q3 		$233K Sell
2,925
-490
-14% -$39K 0.04% 220
2015
Q2 		$271K Sell
3,415
-1,050
-24% -$84K 0.04% 224
2015
Q1 		$358K Buy
4,465
+490
+12% +$39.2K 0.05% 203
2014
Q4 		$316K Sell
3,975
-379
-9% -$30.3K 0.05% 214
2014
Q3 		$347K Sell
4,354
-612
-12% -$49K 0.05% 207
2014
Q2 		$399K Sell
4,966
-33,227
-87% -$2.67M 0.06% 197
2014
Q1 		$3.05M Sell
38,193
-50,057
-57% -$4M 0.53% 55
2013
Q4 		$7.04M Buy
88,250
+5,500
+7% +$440K 1.29% 15
2013
Q3 		$6.59M Buy
+82,750
New +$6.57M 1.39% 17

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
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

Legacy Private Trust's VCSH Position: Q4 2019 in Review

Legacy Private Trust sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2019, closing a stake of 2,470 shares — an estimated $200K sold.

Legacy Private Trust first reported a position in VCSH in Q3 2013 and held it in 16 quarters. The position peaked at $7.04M in Q4 2013. 832 funds tracked by Wall St. Rank hold VCSH as of Q4 2019.

  • Legacy Private Trust reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Legacy Private Trust sold 2,470 Vanguard Short-Term Corporate Bond ETF shares in Q4 2019, an estimated $200K.
  • Legacy Private Trust first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2013 and held it in 16 quarters.
  • Legacy Private Trust's Vanguard Short-Term Corporate Bond ETF position peaked at $7.04M in Q4 2013.
  • 832 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2019.

Based on Legacy Private Trust's 13F filing for Q4 2019, filed 14 Jan 2020.