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O'Brien Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

O'Brien Wealth Partners’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
-1,839
Closed -$144K – 188
2018
Q3 		$144K Buy
+1,839
New +$144K 0.09% 43

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Royal Bank of Canada
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

O'Brien Wealth Partners's VCSH Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2018, closing a stake of 1,839 shares — an estimated $144K sold.

O'Brien Wealth Partners first reported a position in VCSH in Q3 2018 and held it in 1 quarter. The position peaked at $144K in Q3 2018. 696 funds tracked by Wall St. Rank hold VCSH as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 1,839 Vanguard Short-Term Corporate Bond ETF shares in Q4 2018, an estimated $144K.
  • O'Brien Wealth Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $144K in Q3 2018.
  • 696 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.