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RKL Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

RKL Wealth Management’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 		– Sell
-3,200
Closed -$265K – 120
2020
Q2 		$265K Hold
3,200
– – 0.05% 103
2020
Q1 		$253K Buy
+3,200
New +$257K 0.05% 104

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RKL Wealth Management's VCSH Position: Q3 2020 in Review

RKL Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2020, closing a stake of 3,200 shares — an estimated $265K sold.

RKL Wealth Management first reported a position in VCSH in Q1 2020 and held it in 2 quarters. The position peaked at $265K in Q2 2020. 925 funds tracked by Wall St. Rank hold VCSH as of Q3 2020.

  • RKL Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • RKL Wealth Management sold 3,200 Vanguard Short-Term Corporate Bond ETF shares in Q3 2020, an estimated $265K.
  • RKL Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • RKL Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $265K in Q2 2020.
  • 925 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2020.

Based on RKL Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.