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Thomas J. Herzfeld Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Thomas J. Herzfeld 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
2018
Q1 		– Sell
-12,500
Closed -$991K – 332
2017
Q4 		$991K Buy
+12,500
New +$996K 0.37% 57

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Thomas J. Herzfeld Advisors's VCSH Position: Q1 2018 in Review

Thomas J. Herzfeld Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2018, closing a stake of 12,500 shares — an estimated $991K sold.

Thomas J. Herzfeld Advisors first reported a position in VCSH in Q4 2017 and held it in 1 quarter. The position peaked at $991K in Q4 2017. 652 funds tracked by Wall St. Rank hold VCSH as of Q1 2018.

  • Thomas J. Herzfeld Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 12,500 Vanguard Short-Term Corporate Bond ETF shares in Q1 2018, an estimated $991K.
  • Thomas J. Herzfeld Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $991K in Q4 2017.
  • 652 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2018.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q1 2018, filed 15 May 2018.