Advocacy Wealth Management Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Advocacy Wealth Management 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
2022 Q4	–	Sell	-680	Closed	-$52K	–	131
2022 Q3	$52K	Sell	680 -140	-17%	-$11.2K	0.01%	45
2022 Q2	$66K	Hold	820	–	–	0.01%	45
2022 Q1	$70K	Hold	820	–	–	0.01%	44
2021 Q4	$76K	Sell	820 -36	-4%	-$3.37K	0.01%	46
2021 Q3	$81K	Hold	856	–	–	0.01%	47
2021 Q2	$81K	Hold	856	–	–	0.02%	53
2021 Q1	$80K	Hold	856	–	–	0.02%	53
2020 Q4	$83K	Hold	856	–	–	0.01%	52
2020 Q3	$82K	Hold	856	–	–	0.01%	54
2020 Q2	$81K	Hold	856	–	–	0.02%	48
2020 Q1	$74K	Hold	856	–	–	0.02%	36
2019 Q4	$78K	Sell	856 -39	-4%	-$3.56K	0.02%	45
2019 Q3	$82K	Hold	895	–	–	0.05%	39
2019 Q2	$80K	Hold	895	–	–	0.06%	35
2019 Q1	$77K	Hold	895	–	–	0.08%	31
2018 Q4	$74K	Hold	895	–	–	0.06%	28
2018 Q3	$75K	Hold	895	–	–	0.05%	29
2018 Q2	$75K	Hold	895	–	–	0.05%	29
2018 Q1	$76K	Hold	895	–	–	0.05%	30
2017 Q4	$78K	Sell	895 -895	-50%	-$78.4K	0.05%	34
2017 Q3	$156K	Buy	1,790 +895	+100%	+$78.7K	0.06%	27
2017 Q2	$78K	Hold	895	–	–	0.03%	56
2017 Q1	$77K	Sell	895 -61	-6%	-$5.24K	0.03%	57
2016 Q4	$82K	Sell	956 -336	-26%	-$29.2K	0.02%	51
2016 Q3	$116K	Sell	1,292 -240	-16%	-$21.5K	0.04%	67
2016 Q2	$137K	Sell	1,532 -80	-5%	-$7.02K	0.07%	85
2016 Q1	$140K	Buy	+1,612	New	+$137K	0.1%	111

Other funds holding VCIT

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CSIA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advocacy Wealth Management Services's VCIT Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022, closing a stake of 680 shares — an estimated $52K sold.

Advocacy Wealth Management Services first reported a position in VCIT in Q1 2016 and held it in 27 quarters. The position peaked at $156K in Q3 2017. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 680 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $52K.
Advocacy Wealth Management Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2016 and held it in 27 quarters.
Advocacy Wealth Management Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $156K in Q3 2017.
896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.