Partnervest Advisory Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Partnervest Advisory Services’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 Q3	$986K	Buy	11,896 +8,790	+283%	+$729K	0.31%	60
2020 Q2	$257K	Sell	3,106 -9	-0.3%	-$732	0.1%	165
2020 Q1	$246K	Sell	3,115 -89	-3%	-$7.16K	0.11%	157
2019 Q4	$260K	Sell	3,204 -28	-0.9%	-$2.27K	0.1%	167
2019 Q3	$262K	Buy	3,232 +24	+0.7%	+$1.94K	0.09%	182
2019 Q2	$259K	Buy	3,208 +36	+1%	+$2.87K	0.1%	168
2019 Q1	$253K	Sell	3,172 -217	-6%	-$17.1K	0.11%	178
2018 Q4	$264K	Buy	3,389 +532	+19%	+$41.4K	0.13%	154
2018 Q3	$223K	Buy	+2,857	New	+$223K	0.09%	189
2017 Q4	–	Sell	-4,725	Closed	-$379K	–	198
2017 Q3	$379K	Sell	4,725 -2,828	-37%	-$227K	0.18%	121
2017 Q2	$605K	Sell	7,553 -23	-0.3%	-$1.84K	0.27%	79
2017 Q1	$604K	Sell	7,576 -22,724	-75%	-$1.81M	0.27%	76
2016 Q4	$2.4M	Buy	30,300 +263	+0.9%	+$21K	1.11%	13
2016 Q3	$2.42M	Buy	30,037 +20,031	+200%	+$1.62M	1.14%	13
2016 Q2	$809K	Buy	10,006 +1,874	+23%	+$150K	0.4%	48
2016 Q1	$651K	Buy	8,132 +67	+0.8%	+$5.3K	0.34%	61
2015 Q4	$637K	Sell	8,065 -5,150	-39%	-$409K	0.35%	60
2015 Q3	$1.05M	Buy	13,215 +3,806	+40%	+$303K	0.6%	30
2015 Q2	$749K	Sell	9,409 -95	-1%	-$7.6K	0.37%	49
2015 Q1	$762K	Sell	9,504 -860	-8%	-$68.8K	0.39%	46
2014 Q4	$825K	Buy	10,364 +3,867	+60%	+$309K	0.4%	43
2014 Q3	$519K	Sell	6,497 -1,287	-17%	-$103K	0.27%	67
2014 Q2	$626K	Sell	7,784 -221	-3%	-$17.7K	0.28%	58
2014 Q1	$640K	Sell	8,005 -26,280	-77%	-$2.1M	0.29%	50
2013 Q4	$2.73M	Sell	34,285 -11,153	-25%	-$892K	1.27%	10
2013 Q3	$3.62M	Sell	45,438 -9,978	-18%	-$792K	1.85%	9
2013 Q2	$4.38M	Buy	+55,416	New	+$4.44M	2%	10

Other funds holding VCSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

Partnervest Advisory Services's VCSH Position: Q3 2020 in Review

Partnervest Advisory Services increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 283% in Q3 2020, buying an estimated $729K and bringing the position to 11,896 shares worth $986K. The position accounts for 0.31% of the portfolio, ranked #60.

Partnervest Advisory Services first reported a position in VCSH in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.38M in Q2 2013. 926 funds tracked by Wall St. Rank hold VCSH as of Q3 2020.

Partnervest Advisory Services held 11,896 shares of Vanguard Short-Term Corporate Bond ETF worth $986K as of Q3 2020.
Partnervest Advisory Services bought 8,790 Vanguard Short-Term Corporate Bond ETF shares in Q3 2020, an estimated $729K.
Vanguard Short-Term Corporate Bond ETF made up 0.31% of Partnervest Advisory Services's portfolio in Q3 2020, its #60 holding.
Partnervest Advisory Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and has held it in 27 quarters since.
Partnervest Advisory Services's Vanguard Short-Term Corporate Bond ETF position peaked at $4.38M in Q2 2013.
926 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.