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McAdam LLC’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-708
Closed -$55K – 583
2018
Q3 		$55K Hold
708
– – 0.02% 157
2018
Q2 		$55K Sell
708
-254
-26% -$19.8K 0.02% 143
2018
Q1 		$75K Buy
+962
New +$75.7K 0.03% 124

Other funds holding VCSH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McAdam LLC's VCSH Position: Q4 2018 in Review

McAdam LLC sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2018, closing a stake of 708 shares — an estimated $55K sold.

McAdam LLC first reported a position in VCSH in Q1 2018 and held it in 3 quarters. The position peaked at $75K in Q1 2018. 695 funds tracked by Wall St. Rank hold VCSH as of Q4 2018.

  • McAdam LLC reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 708 Vanguard Short-Term Corporate Bond ETF shares in Q4 2018, an estimated $55K.
  • McAdam LLC first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's Vanguard Short-Term Corporate Bond ETF position peaked at $75K in Q1 2018.
  • 695 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.