SVA Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

SVA 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
2019 Q1	–	Sell	-4,076	Closed	-$318K	–	219
2018 Q4	$318K	Buy	+4,076	New	+$317K	0.04%	174
2018 Q2	–	Sell	-10,387	Closed	-$833K	–	232
2018 Q1	$833K	Buy	10,387 +1,365	+15%	+$107K	0.1%	122
2017 Q4	$715K	Sell	9,022 -1,365	-13%	-$109K	0.08%	131
2017 Q3	$833K	Sell	10,387 -930	-8%	-$74.5K	0.1%	122
2017 Q2	$906K	Buy	11,317 +1,318	+13%	+$105K	0.12%	114
2017 Q1	$797K	Buy	9,999 +3,154	+46%	+$251K	0.11%	120
2016 Q4	$543K	Buy	6,845 +2,740	+67%	+$219K	0.08%	134
2016 Q3	$331K	Sell	4,105 -374	-8%	-$30.2K	0.05%	160
2016 Q2	$362K	Hold	4,479	–	–	0.06%	159
2016 Q1	$358K	Sell	4,479 -374	-8%	-$29.6K	0.06%	160
2015 Q4	$383K	Buy	+4,853	New	+$386K	0.07%	170
2014 Q2	–	Sell	-14,640	Closed	-$1.17M	–	167
2014 Q1	$1.17M	Sell	14,640 -277	-2%	-$22.2K	0.55%	49
2013 Q4	$1.19M	Buy	+14,917	New	+$1.19M	0.71%	38

Other funds holding VCSH

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

SVA Wealth Management's VCSH Position: Q1 2019 in Review

SVA Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2019, closing a stake of 4,076 shares — an estimated $318K sold.

SVA Wealth Management first reported a position in VCSH in Q4 2013 and held it in 13 quarters. The position peaked at $1.19M in Q4 2013. 714 funds tracked by Wall St. Rank hold VCSH as of Q1 2019.

SVA Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
SVA Wealth Management sold 4,076 Vanguard Short-Term Corporate Bond ETF shares in Q1 2019, an estimated $318K.
SVA Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2013 and held it in 13 quarters.
SVA Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $1.19M in Q4 2013.
714 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2019.

Based on SVA Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.