Smith & Howard Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Smith & Howard 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
2017 Q3	–	Sell	-3,670	Closed	-$294K	–	66
2017 Q2	$294K	Hold	3,670	–	–	0.14%	39
2017 Q1	$293K	Sell	3,670 -2,147	-37%	-$171K	0.14%	35
2016 Q4	$462K	Sell	5,817 -2,860	-33%	-$228K	0.24%	30
2016 Q3	$699K	Sell	8,677 -1,334	-13%	-$108K	0.37%	23
2016 Q2	$809K	Sell	10,011 -10,694	-52%	-$858K	0.39%	22
2016 Q1	$1.66M	Sell	20,705 -2,899	-12%	-$229K	0.69%	16
2015 Q4	$1.86M	Buy	+23,604	New	+$1.88M	0.91%	15
2014 Q1	–	Sell	-269	Closed	-$21K	–	208
2013 Q4	$21K	Buy	269 +1	+0.4%	+$80	0.01%	163
2013 Q3	$21K	Buy	268 +1	+0.4%	+$79	0.01%	153
2013 Q2	$21K	Buy	+267	New	+$21.4K	0.01%	128

Other funds holding VCSH

Bank of America

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 $431B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return