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

RPg Family Wealth Advisory’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 Q2	–	Sell	-315	Closed	-$24.9K	–	290
2020 Q1	$24.9K	Hold	315	–	–	0.02%	177
2019 Q4	$25.5K	Sell	315 -4,099	-93%	-$332K	0.01%	193
2019 Q3	$358K	Sell	4,414 -19,215	-81%	-$1.55M	0.22%	82
2019 Q2	$1.91M	Sell	23,629 -6,707	-22%	-$535K	1.13%	28
2019 Q1	$2.42M	Buy	+30,336	New	+$2.39M	1.43%	26
2018 Q2	–	Sell	-250	Closed	-$19.6K	–	288
2018 Q1	$19.6K	Sell	250 -62	-20%	-$4.88K	0.02%	196
2017 Q4	$24.7K	Buy	+312	New	+$24.9K	0.02%	190
2017 Q3	–	Sell	-598	Closed	-$47.9K	–	316
2017 Q2	$47.9K	Buy	598 +302	+102%	+$24.1K	0.04%	155
2017 Q1	$23.6K	Buy	+296	New	+$23.5K	0.02%	200
2016 Q1	–	Sell	-411	Closed	-$32.5K	–	288
2015 Q4	$32.5K	Buy	+411	New	+$32.7K	0.03%	119

Other funds holding VCSH

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

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

MYLI

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

RIG

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

RPg Family Wealth Advisory's VCSH Position: Q2 2020 in Review

RPg Family Wealth Advisory sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2020, closing a stake of 315 shares — an estimated $24.9K sold.

RPg Family Wealth Advisory first reported a position in VCSH in Q4 2015 and held it in 10 quarters. The position peaked at $2.42M in Q1 2019. 885 funds tracked by Wall St. Rank hold VCSH as of Q2 2020.

RPg Family Wealth Advisory reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
RPg Family Wealth Advisory sold 315 Vanguard Short-Term Corporate Bond ETF shares in Q2 2020, an estimated $24.9K.
RPg Family Wealth Advisory first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2015 and held it in 10 quarters.
RPg Family Wealth Advisory's Vanguard Short-Term Corporate Bond ETF position peaked at $2.42M in Q1 2019.
885 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2020, filed 10 Aug 2020.