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	–	63
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	–	206
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 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

RIG

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Smith & Howard Wealth Management's VCSH Position: Q3 2017 in Review

Smith & Howard Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2017, closing a stake of 3,670 shares — an estimated $294K sold.

Smith & Howard Wealth Management first reported a position in VCSH in Q2 2013 and held it in 10 quarters. The position peaked at $1.86M in Q4 2015. 582 funds tracked by Wall St. Rank hold VCSH as of Q3 2017.

Smith & Howard Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
Smith & Howard Wealth Management sold 3,670 Vanguard Short-Term Corporate Bond ETF shares in Q3 2017, an estimated $294K.
Smith & Howard Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and held it in 10 quarters.
Smith & Howard Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $1.86M in Q4 2015.
582 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2017.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2017, filed 15 Nov 2017.