Sound View Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Sound View Wealth 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
2019 Q1	$327K	Sell	4,094 -112	-3%	-$8.83K	0.1%	177
2018 Q4	$328K	Buy	+4,206	New	+$327K	0.12%	161

Other funds holding VCSH

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

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

MIFH

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Sound View Wealth Advisors's VCSH Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 2.7% in Q1 2019, selling an estimated $8.83K and leaving 4,094 shares worth $327K. The position accounts for 0.1% of the portfolio, ranked #177.

Sound View Wealth Advisors first reported a position in VCSH in Q4 2018 and has held it in 2 quarters since. The position peaked at $328K in Q4 2018. 713 funds tracked by Wall St. Rank hold VCSH as of Q1 2019.

Sound View Wealth Advisors held 4,094 shares of Vanguard Short-Term Corporate Bond ETF worth $327K as of Q1 2019.
Sound View Wealth Advisors sold 112 Vanguard Short-Term Corporate Bond ETF shares in Q1 2019, an estimated $8.83K.
Vanguard Short-Term Corporate Bond ETF made up 0.1% of Sound View Wealth Advisors's portfolio in Q1 2019, its #177 holding.
Sound View Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and has held it in 2 quarters since.
Sound View Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $328K in Q4 2018.
713 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.