Westbourne Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Westbourne Investment Advisors’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 Q4	–	Sell	-1,400	Closed	-$109K	–	152
2018 Q3	$109K	Buy	+1,400	New	+$109K	0.08%	124
2018 Q2	–	Sell	-2,680	Closed	-$210K	–	99
2018 Q1	$210K	Sell	2,680 -3,350	-56%	-$264K	0.17%	97
2017 Q4	$478K	Hold	6,030	–	–	0.36%	71
2017 Q3	$483K	Sell	6,030 -570	-9%	-$45.7K	0.38%	67
2017 Q2	$528K	Buy	6,600 +670	+11%	+$53.6K	0.43%	61
2017 Q1	$473K	Buy	+5,930	New	+$472K	0.39%	66
2016 Q3	–	Sell	-2,300	Closed	-$186K	–	130
2016 Q2	$186K	Buy	+2,300	New	+$184K	0.17%	106

Other funds holding VCSH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Westbourne Investment Advisors's VCSH Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2018, closing a stake of 1,400 shares — an estimated $109K sold.

Westbourne Investment Advisors first reported a position in VCSH in Q2 2016 and held it in 7 quarters. The position peaked at $528K in Q2 2017. 696 funds tracked by Wall St. Rank hold VCSH as of Q4 2018.

Westbourne Investment Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Westbourne Investment Advisors sold 1,400 Vanguard Short-Term Corporate Bond ETF shares in Q4 2018, an estimated $109K.
Westbourne Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2016 and held it in 7 quarters.
Westbourne Investment Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $528K in Q2 2017.
696 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.