Northeast Financial Consultants’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Northeast Financial Consultants’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 Q3	–	Sell	-3,666	Closed	-$286K	–	170
2018 Q2	$286K	Buy	3,666 +24	+0.7%	+$1.88K	0.09%	114
2018 Q1	$285K	Buy	3,642 +432	+13%	+$34K	0.1%	118
2017 Q4	$254K	Buy	3,210 +25	+0.8%	+$1.99K	0.08%	122
2017 Q3	$255K	Buy	3,185 +18	+0.6%	+$1.44K	0.09%	128
2017 Q2	$253K	Buy	3,167 +18	+0.6%	+$1.44K	0.1%	125
2017 Q1	$251K	Buy	3,149 +10	+0.3%	+$795	0.1%	127
2016 Q4	$249K	Buy	3,139 +23	+0.7%	+$1.83K	0.11%	125
2016 Q3	$251K	Buy	3,116 +16	+0.5%	+$1.29K	0.11%	128
2016 Q2	$251K	Buy	+3,100	New	+$249K	0.11%	124

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

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

MIFH

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northeast Financial Consultants's VCSH Position: Q3 2018 in Review

Northeast Financial Consultants sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2018, closing a stake of 3,666 shares — an estimated $286K sold.

Northeast Financial Consultants first reported a position in VCSH in Q2 2016 and held it in 9 quarters. The position peaked at $286K in Q2 2018. 657 funds tracked by Wall St. Rank hold VCSH as of Q3 2018.

Northeast Financial Consultants reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Northeast Financial Consultants sold 3,666 Vanguard Short-Term Corporate Bond ETF shares in Q3 2018, an estimated $286K.
Northeast Financial Consultants first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2016 and held it in 9 quarters.
Northeast Financial Consultants's Vanguard Short-Term Corporate Bond ETF position peaked at $286K in Q2 2018.
657 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2018.

Based on Northeast Financial Consultants's 13F filing for Q3 2018, filed 8 Nov 2018.