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LWS Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

LWS Wealth Advisors’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
2020
Q2 		– Sell
-249,674
Closed -$19.7M – 57
2020
Q1 		$19.7M Sell
249,674
-15,738
-6% -$1.27M 12.86% 1
2019
Q4 		$21.5M Buy
+265,412
New +$21.5M 11.08% 1

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

LWS Wealth Advisors's VCSH Position: Q2 2020 in Review

LWS Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2020, closing a stake of 249,674 shares — an estimated $19.7M sold.

LWS Wealth Advisors first reported a position in VCSH in Q4 2019 and held it in 2 quarters. The position peaked at $21.5M in Q4 2019. 884 funds tracked by Wall St. Rank hold VCSH as of Q2 2020.

  • LWS Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • LWS Wealth Advisors sold 249,674 Vanguard Short-Term Corporate Bond ETF shares in Q2 2020, an estimated $19.7M.
  • LWS Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • LWS Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $21.5M in Q4 2019.
  • 884 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2020.

Based on LWS Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.