Simply Money Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Simply Money Advisors’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 Q1	$206K	Sell	2,621 -1,541	-37%	-$121K	0.03%	30
2017 Q4	$330K	Sell	4,162 -11	-0.3%	-$877	0.04%	30
2017 Q3	$334K	Buy	4,173 +520	+14%	+$41.7K	0.04%	33
2017 Q2	$292K	Buy	+3,653	New	+$292K	0.04%	32
2017 Q1	–	Sell	-3,853	Closed	-$306K	–	31
2016 Q4	$306K	Buy	+3,853	New	+$307K	0.04%	29
2016 Q3	–	Sell	-726	Closed	-$59K	–	30
2016 Q2	$59K	Buy	+726	New	+$58.2K	0.01%	26

Other funds holding VCSH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

MIFH

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

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

Simply Money Advisors's VCSH Position: Q1 2018 in Review

Simply Money Advisors reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 37% in Q1 2018, selling an estimated $121K and leaving 2,621 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #30.

Simply Money Advisors first reported a position in VCSH in Q2 2016 and has held it in 6 quarters since. The position peaked at $334K in Q3 2017. 653 funds tracked by Wall St. Rank hold VCSH as of Q1 2018.

Simply Money Advisors held 2,621 shares of Vanguard Short-Term Corporate Bond ETF worth $206K as of Q1 2018.
Simply Money Advisors sold 1,541 Vanguard Short-Term Corporate Bond ETF shares in Q1 2018, an estimated $121K.
Vanguard Short-Term Corporate Bond ETF made up 0.03% of Simply Money Advisors's portfolio in Q1 2018, its #30 holding.
Simply Money Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2016 and has held it in 6 quarters since.
Simply Money Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $334K in Q3 2017.
653 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.