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

Shakespeare 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
2018 Q4	–	Sell	-4,094	Closed	-$320K	–	45
2018 Q3	$320K	Buy	+4,094	New	+$320K	0.25%	33
2018 Q2	–	Sell	-6,087	Closed	-$477K	–	38
2018 Q1	$477K	Buy	+6,087	New	+$479K	0.41%	29

Other funds holding VCSH

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Shakespeare Wealth Management's VCSH Position: Q4 2018 in Review

Shakespeare Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2018, closing a stake of 4,094 shares — an estimated $320K sold.

Shakespeare Wealth Management first reported a position in VCSH in Q1 2018 and held it in 2 quarters. The position peaked at $477K in Q1 2018. 696 funds tracked by Wall St. Rank hold VCSH as of Q4 2018.

Shakespeare Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Shakespeare Wealth Management sold 4,094 Vanguard Short-Term Corporate Bond ETF shares in Q4 2018, an estimated $320K.
Shakespeare Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2018 and held it in 2 quarters.
Shakespeare Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $477K in Q1 2018.
696 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2018.

Based on Shakespeare Wealth Management's 13F filing for Q4 2018, filed 4 Feb 2019.