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Acorn Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Acorn Wealth Advisors’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
-65
Closed -$5K – 779
2018
Q1 		$5K Hold
65
– – ﹤0.01% 634
2017
Q4 		$6K Buy
+65
New +$5.7K 0.01% 582

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
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
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
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acorn Wealth Advisors's VCIT Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2018, closing a stake of 65 shares — an estimated $5K sold.

Acorn Wealth Advisors first reported a position in VCIT in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 476 funds tracked by Wall St. Rank hold VCIT as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 65 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2018, an estimated $5K.
  • Acorn Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $6K in Q4 2017.
  • 476 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.