Wagner Wealth Management (South Carolina)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q3	$2.65M	Buy	33,837 +2,211	+7%	+$173K	1.76%	12
2018 Q2	$2.47M	Buy	31,626 +4,907	+18%	+$383K	1.78%	13
2018 Q1	$2.1M	Buy	26,719 +13,350	+100%	+$1.05M	1.6%	17
2017 Q4	$1.06M	Buy	+13,369	New	+$1.07M	0.79%	34

Other funds holding VCSH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VCSH Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 7% in Q3 2018, buying an estimated $173K and bringing the position to 33,837 shares worth $2.65M. The position accounts for 1.76% of the portfolio, ranked #12.

Wagner Wealth Management (South Carolina) first reported a position in VCSH in Q4 2017 and has held it in 4 quarters since. 658 funds tracked by Wall St. Rank hold VCSH as of Q3 2018.

Wagner Wealth Management (South Carolina) held 33,837 shares of Vanguard Short-Term Corporate Bond ETF worth $2.65M as of Q3 2018.
Wagner Wealth Management (South Carolina) bought 2,211 Vanguard Short-Term Corporate Bond ETF shares in Q3 2018, an estimated $173K.
Vanguard Short-Term Corporate Bond ETF made up 1.76% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #12 holding.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2017 and has held it in 4 quarters since.
658 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.