Summit Financial Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Summit Financial 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
2017 Q4	–	Sell	-5,267	Closed	-$422K	–	153
2017 Q3	$422K	Hold	5,267	–	–	0.15%	92
2017 Q2	$422K	Buy	5,267 +25	+0.5%	+$2K	0.17%	98
2017 Q1	$418K	Hold	5,242	–	–	0.18%	98
2016 Q4	$416K	Buy	+5,242	New	+$418K	0.18%	100
2015 Q4	–	Sell	-9,400	Closed	-$749K	–	212
2015 Q3	$749K	Hold	9,400	–	–	0.48%	42
2015 Q2	$748K	Buy	+9,400	New	+$752K	0.46%	44

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

RIG

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Summit Financial Wealth Advisors's VCSH Position: Q4 2017 in Review

Summit Financial Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2017, closing a stake of 5,267 shares — an estimated $422K sold.

Summit Financial Wealth Advisors first reported a position in VCSH in Q2 2015 and held it in 6 quarters. The position peaked at $749K in Q3 2015. 665 funds tracked by Wall St. Rank hold VCSH as of Q4 2017.

Summit Financial Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Summit Financial Wealth Advisors sold 5,267 Vanguard Short-Term Corporate Bond ETF shares in Q4 2017, an estimated $422K.
Summit Financial Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2015 and held it in 6 quarters.
Summit Financial Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $749K in Q3 2015.
665 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2017.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.