Wealthspire Advisors (Maryland)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Wealthspire Advisors (Maryland)’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	-1,923	Closed	-$153K	–	1974
2019 Q1	$153K	Sell	1,923 -20	-1%	-$1.58K	0.01%	508
2018 Q4	$151K	Sell	1,943 -4,690	-71%	-$365K	0.01%	474
2018 Q3	$518K	Hold	6,633	–	–	0.04%	238
2018 Q2	$518K	Sell	6,633 -1,850	-22%	-$144K	0.05%	230
2018 Q1	$665K	Buy	8,483 +20	+0.2%	+$1.57K	0.06%	196
2017 Q4	$671K	Buy	8,463 +123	+1%	+$9.8K	0.07%	207
2017 Q3	$668K	Buy	8,340 +1,850	+29%	+$148K	0.07%	183
2017 Q2	$519K	Hold	6,490	–	–	0.06%	220
2017 Q1	$518K	Buy	6,490 +265	+4%	+$21.1K	0.07%	175
2016 Q4	$494K	Sell	6,225 -164	-3%	-$13.1K	0.07%	180
2016 Q3	$515K	Hold	6,389	–	–	0.08%	168
2016 Q2	$516K	Buy	6,389 +1,964	+44%	+$158K	0.09%	157
2016 Q1	$354K	Hold	4,425	–	–	0.06%	215
2015 Q4	$350K	Buy	+4,425	New	+$352K	0.07%	221

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

Wealthspire Advisors (Maryland)'s VCSH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2019, closing a stake of 1,923 shares — an estimated $153K sold.

Wealthspire Advisors (Maryland) first reported a position in VCSH in Q4 2015 and held it in 14 quarters. The position peaked at $671K in Q4 2017. 707 funds tracked by Wall St. Rank hold VCSH as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,923 Vanguard Short-Term Corporate Bond ETF shares in Q2 2019, an estimated $153K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Vanguard Short-Term Corporate Bond ETF position peaked at $671K in Q4 2017.
707 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.