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

Signature Wealth Management 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
2018 Q4	–	Sell	-1,146	Closed	-$89K	–	283
2018 Q3	$89K	Sell	1,146 -227	-17%	-$17.7K	0.07%	90
2018 Q2	$107K	Sell	1,373 -42,840	-97%	-$3.35M	0.08%	80
2018 Q1	$3.47M	Sell	44,213 -863	-2%	-$67.9K	2.68%	6
2017 Q4	$3.58M	Buy	+45,076	New	+$3.59M	2.62%	7

Other funds holding VCSH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Signature Wealth Management Group's VCSH Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2018, closing a stake of 1,146 shares — an estimated $89K sold.

Signature Wealth Management Group first reported a position in VCSH in Q4 2017 and held it in 4 quarters. The position peaked at $3.58M in Q4 2017. 695 funds tracked by Wall St. Rank hold VCSH as of Q4 2018.

Signature Wealth Management Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 1,146 Vanguard Short-Term Corporate Bond ETF shares in Q4 2018, an estimated $89K.
Signature Wealth Management Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Vanguard Short-Term Corporate Bond ETF position peaked at $3.58M in Q4 2017.
695 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.