Wela Strategies’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Wela Strategies’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 Q1	–	Sell	-3,091	Closed	-$250K	–	39
2019 Q4	$250K	Buy	+3,091	New	+$250K	0.15%	35
2019 Q2	–	Sell	-2,838	Closed	-$226K	–	33
2019 Q1	$226K	Sell	2,838 -160,097	-98%	-$12.6M	0.15%	32
2018 Q4	$12.7M	Buy	162,935 +4,575	+3%	+$356K	9.58%	2
2018 Q3	$12.4M	Buy	158,360 +6,082	+4%	+$475K	8.72%	3
2018 Q2	$11.9M	Buy	152,278 +15,836	+12%	+$1.24M	8.86%	2
2018 Q1	$10.7M	Sell	136,442 -1,510	-1%	-$119K	8.57%	2
2017 Q4	$10.9M	Buy	137,952 +16,448	+14%	+$1.31M	8.61%	4
2017 Q3	$9.74M	Buy	+121,504	New	+$9.74M	9.14%	3

Other funds holding VCSH

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 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

Wela Strategies's VCSH Position: Q1 2020 in Review

Wela Strategies sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2020, closing a stake of 3,091 shares — an estimated $250K sold.

Wela Strategies first reported a position in VCSH in Q3 2017 and held it in 8 quarters. The position peaked at $12.7M in Q4 2018. 837 funds tracked by Wall St. Rank hold VCSH as of Q1 2020.

Wela Strategies reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Wela Strategies sold 3,091 Vanguard Short-Term Corporate Bond ETF shares in Q1 2020, an estimated $250K.
Wela Strategies first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2017 and held it in 8 quarters.
Wela Strategies's Vanguard Short-Term Corporate Bond ETF position peaked at $12.7M in Q4 2018.
837 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2020.

Based on Wela Strategies's 13F filing for Q1 2020, filed 13 Apr 2020.