Mosaic Family Wealth’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Mosaic Family Wealth’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	-31	Closed	-$2K	–	654
2018 Q3	$2K	Buy	+31	New	+$2.42K	﹤0.01%	613
2016 Q1	–	Sell	-938	Closed	-$74K	–	843
2015 Q4	$74K	Buy	+938	New	+$74.5K	0.03%	262

Other funds holding VCSH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mosaic Family Wealth's VCSH Position: Q4 2018 in Review

Mosaic Family Wealth sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2018, closing a stake of 31 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in VCSH in Q4 2015 and held it in 2 quarters. The position peaked at $74K in Q4 2015. 696 funds tracked by Wall St. Rank hold VCSH as of Q4 2018.

Mosaic Family Wealth reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Mosaic Family Wealth sold 31 Vanguard Short-Term Corporate Bond ETF shares in Q4 2018, an estimated $2K.
Mosaic Family Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2015 and held it in 2 quarters.
Mosaic Family Wealth's Vanguard Short-Term Corporate Bond ETF position peaked at $74K in Q4 2015.
696 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2018.

Based on Mosaic Family Wealth's 13F filing for Q4 2018, filed 14 Feb 2019.