SevenBridge Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-101	Closed	-$8K	–	548
2019 Q2	$8K	Hold	101	–	–	﹤0.01%	480
2019 Q1	$8K	Hold	101	–	–	﹤0.01%	441
2018 Q4	$8K	Buy	101 +69	+216%	+$5.37K	﹤0.01%	397
2018 Q3	$3K	Hold	32	–	–	﹤0.01%	536
2018 Q2	$2K	Hold	32	–	–	﹤0.01%	566
2018 Q1	$3K	Hold	32	–	–	﹤0.01%	552
2017 Q4	$3K	Hold	32	–	–	﹤0.01%	565
2017 Q3	$3K	Hold	32	–	–	﹤0.01%	561
2017 Q2	$3K	Hold	32	–	–	﹤0.01%	576
2017 Q1	$3K	Hold	32	–	–	﹤0.01%	563
2016 Q4	$3K	Hold	32	–	–	﹤0.01%	575
2016 Q3	$3K	Hold	32	–	–	﹤0.01%	559
2016 Q2	$3K	Buy	+32	New	+$2.57K	﹤0.01%	662

Other funds holding VCSH

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

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

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

RIG

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

SevenBridge Financial Group's VCSH Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2019, closing a stake of 101 shares — an estimated $8K sold.

SevenBridge Financial Group first reported a position in VCSH in Q2 2016 and held it in 13 quarters. The position peaked at $8K in Q2 2019. 723 funds tracked by Wall St. Rank hold VCSH as of Q3 2019.

SevenBridge Financial Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 101 Vanguard Short-Term Corporate Bond ETF shares in Q3 2019, an estimated $8K.
SevenBridge Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $8K in Q2 2019.
723 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.