American Economic Planning Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

American Economic Planning Group’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
2017 Q4	–	Sell	-2,310	Closed	-$203K	–	84
2017 Q3	$203K	Sell	2,310 -39	-2%	-$3.43K	0.08%	77
2017 Q2	$206K	Buy	+2,349	New	+$205K	0.08%	75
2015 Q3	–	Sell	-3,825	Closed	-$326K	–	46
2015 Q2	$326K	Sell	3,825 -7,516	-66%	-$650K	0.13%	32
2015 Q1	$995K	Sell	11,341 -409	-3%	-$35.7K	0.38%	16
2014 Q4	$1.01M	Sell	11,750 -328	-3%	-$28.3K	0.39%	17
2014 Q3	$1.04M	Buy	12,078 +319	+3%	+$27.5K	0.41%	16
2014 Q2	$1.02M	Sell	11,759 -13,112	-53%	-$1.12M	0.37%	12
2014 Q1	$2.11M	Buy	24,871 +11,546	+87%	+$974K	0.83%	8
2013 Q4	$1.1M	Sell	13,325 -5,487	-29%	-$460K	0.4%	13
2013 Q3	$1.57M	Buy	18,812 +5,055	+37%	+$419K	0.64%	9
2013 Q2	$1.14M	Buy	+13,757	New	+$1.19M	0.43%	9

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

USAA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

American Economic Planning Group's VCIT Position: Q4 2017 in Review

American Economic Planning Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2017, closing a stake of 2,310 shares — an estimated $203K sold.

American Economic Planning Group first reported a position in VCIT in Q2 2013 and held it in 11 quarters. The position peaked at $2.11M in Q1 2014. 474 funds tracked by Wall St. Rank hold VCIT as of Q4 2017.

American Economic Planning Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
American Economic Planning Group sold 2,310 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2017, an estimated $203K.
American Economic Planning Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and held it in 11 quarters.
American Economic Planning Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.11M in Q1 2014.
474 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2017.

Based on American Economic Planning Group's 13F filing for Q4 2017, filed 29 Jan 2018.