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WESPAC Advisors SoCal’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

WESPAC Advisors SoCal’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
-140
Closed -$11K – 293
2019
Q1 		$11K Buy
+140
New +$11K 0.01% 225
2018
Q4 		– Hold
0
– – – 185

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

WESPAC Advisors SoCal's VCSH Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2019, closing a stake of 140 shares — an estimated $11K sold.

WESPAC Advisors SoCal first reported a position in VCSH in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 707 funds tracked by Wall St. Rank hold VCSH as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 140 Vanguard Short-Term Corporate Bond ETF shares in Q2 2019, an estimated $11K.
  • WESPAC Advisors SoCal first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2019 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Vanguard Short-Term Corporate Bond ETF position peaked at $11K in Q1 2019.
  • 707 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.