Access Financial Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Access Financial Services’s Portfolio VCIT Stock Details VCIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-3,330	Closed	-$283K	–	66
2018 Q1	$283K	Hold	3,330	–	–	0.21%	63
2017 Q4	$291K	Buy	+3,330	New	+$292K	0.2%	62
2017 Q3	–	Sell	-6,115	Closed	-$535K	–	74
2017 Q2	$535K	Sell	6,115 -155	-2%	-$13.5K	0.44%	52
2017 Q1	$542K	Sell	6,270 -1,405	-18%	-$121K	0.46%	48
2016 Q4	$658K	Buy	+7,675	New	+$668K	0.6%	41

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Access Financial Services's VCIT Position: Q2 2018 in Review

Access Financial Services sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2018, closing a stake of 3,330 shares — an estimated $283K sold.

Access Financial Services first reported a position in VCIT in Q4 2016 and held it in 5 quarters. The position peaked at $658K in Q4 2016. 477 funds tracked by Wall St. Rank hold VCIT as of Q2 2018.

Access Financial Services reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Access Financial Services sold 3,330 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2018, an estimated $283K.
Access Financial Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2016 and held it in 5 quarters.
Access Financial Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $658K in Q4 2016.
477 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2018.

Based on Access Financial Services's 13F filing for Q2 2018, filed 20 Jul 2018.