Waldron Private Wealth’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Waldron Private Wealth’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 Q2	–	Sell	-4,356	Closed	-$347K	–	262
2019 Q1	$347K	Buy	+4,356	New	+$343K	0.04%	173
2016 Q2	–	Sell	-2,543	Closed	-$203K	–	177
2016 Q1	$203K	Buy	+2,543	New	+$201K	0.08%	144

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Waldron Private Wealth's VCSH Position: Q2 2019 in Review

Waldron Private Wealth sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2019, closing a stake of 4,356 shares — an estimated $347K sold.

Waldron Private Wealth first reported a position in VCSH in Q1 2016 and held it in 2 quarters. The position peaked at $347K in Q1 2019. 707 funds tracked by Wall St. Rank hold VCSH as of Q2 2019.

Waldron Private Wealth reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Waldron Private Wealth sold 4,356 Vanguard Short-Term Corporate Bond ETF shares in Q2 2019, an estimated $347K.
Waldron Private Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2016 and held it in 2 quarters.
Waldron Private Wealth's Vanguard Short-Term Corporate Bond ETF position peaked at $347K in Q1 2019.
707 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2019.

Based on Waldron Private Wealth's 13F filing for Q2 2019, filed 31 Jul 2019.