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TrueWealth LLC’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

TrueWealth LLC’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
2020
Q2 		$58K Hold
700
– – 0.02% 264
2020
Q1 		$55K Hold
700
– – 0.03% 240
2019
Q4 		$57K Buy
+700
New +$56.7K 0.02% 262

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

TrueWealth LLC's VCSH Position: Q2 2020 in Review

TrueWealth LLC held its Vanguard Short-Term Corporate Bond ETF (VCSH) position steady in Q2 2020 at 700 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #264.

TrueWealth LLC first reported a position in VCSH in Q4 2019 and has held it in 3 quarters since. 885 funds tracked by Wall St. Rank hold VCSH as of Q2 2020.

  • TrueWealth LLC held 700 shares of Vanguard Short-Term Corporate Bond ETF worth $58K as of Q2 2020.
  • TrueWealth LLC left its Vanguard Short-Term Corporate Bond ETF share count unchanged in Q2 2020.
  • Vanguard Short-Term Corporate Bond ETF made up 0.02% of TrueWealth LLC's portfolio in Q2 2020, its #264 holding.
  • TrueWealth LLC first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and has held it in 3 quarters since.
  • 885 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.