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

Atlas Private 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
2021 Q4	–	Sell	-100	Closed	-$9K	–	665
2021 Q3	$9K	Sell	100 -5	-5%	-$477	﹤0.01%	488
2021 Q2	$10K	Sell	105 -149	-59%	-$14K	0.01%	478
2021 Q1	$24K	Hold	254	–	–	0.01%	341
2020 Q4	$25K	Buy	254 +154	+154%	+$14.8K	0.02%	302
2020 Q3	$10K	Hold	100	–	–	0.01%	392
2020 Q2	$10K	Buy	+100	New	+$9.2K	0.01%	411

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

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

MYLI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Atlas Private Wealth Advisors's VCIT Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2021, closing a stake of 100 shares — an estimated $9K sold.

Atlas Private Wealth Advisors first reported a position in VCIT in Q2 2020 and held it in 6 quarters. The position peaked at $25K in Q4 2020. 929 funds tracked by Wall St. Rank hold VCIT as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 100 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2021, an estimated $9K.
Atlas Private Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $25K in Q4 2020.
929 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.