American Institute for Advanced Investment Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

American Institute for Advanced Investment 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
2022 Q4	–	Sell	-2,904	Closed	-$220K	–	109
2022 Q3	$220K	Hold	2,904	–	–	0.21%	95
2022 Q2	$232K	Hold	2,904	–	–	0.2%	101
2022 Q1	$250K	Hold	2,904	–	–	0.18%	102
2021 Q4	$269K	Hold	2,904	–	–	0.18%	106
2021 Q3	$274K	Hold	2,904	–	–	0.19%	100
2021 Q2	$276K	Hold	2,904	–	–	0.19%	99
2021 Q1	$270K	Sell	2,904 -175	-6%	-$16.6K	0.21%	92
2020 Q4	$299K	Hold	3,079	–	–	0.24%	83
2020 Q3	$295K	Hold	3,079	–	–	0.27%	77
2020 Q2	$293K	Hold	3,079	–	–	0.28%	73
2020 Q1	$268K	Hold	3,079	–	–	0.29%	75
2019 Q4	$281K	Buy	+3,079	New	+$281K	0.27%	80

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $147B AUM 18.73% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

JSTA

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

American Institute for Advanced Investment Management's VCIT Position: Q4 2022 in Review

American Institute for Advanced Investment Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022, closing a stake of 2,904 shares — an estimated $220K sold.

American Institute for Advanced Investment Management first reported a position in VCIT in Q4 2019 and held it in 12 quarters. The position peaked at $299K in Q4 2020. 895 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

American Institute for Advanced Investment Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
American Institute for Advanced Investment Management sold 2,904 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $220K.
American Institute for Advanced Investment Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
American Institute for Advanced Investment Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $299K in Q4 2020.
895 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on American Institute for Advanced Investment Management's 13F filing for Q4 2022, filed 19 Jan 2023.