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

Aevitas Wealth Management’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
2019
Q2 		– Sell
-850
Closed -$73K – 329
2019
Q1 		$73K Hold
850
– – 0.07% 155
2018
Q4 		$70K Hold
850
– – 0.07% 148
2018
Q3 		$71K Hold
850
– – 0.06% 165
2018
Q2 		$71K Buy
+850
New +$71.1K 0.07% 158

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Aevitas Wealth Management's VCIT Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2019, closing a stake of 850 shares — an estimated $73K sold.

Aevitas Wealth Management first reported a position in VCIT in Q2 2018 and held it in 4 quarters. The position peaked at $73K in Q1 2019. 551 funds tracked by Wall St. Rank hold VCIT as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 850 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2019, an estimated $73K.
  • Aevitas Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2018 and held it in 4 quarters.
  • Aevitas Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $73K in Q1 2019.
  • 551 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.