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Avantax Planning Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-197
Closed -$16K – 1155
2018
Q3 		$16K Buy
+197
New +$16.5K ﹤0.01% 762
2018
Q2 		– Sell
-184
Closed -$16K – 1430
2018
Q1 		$16K Buy
+184
New +$15.7K ﹤0.01% 869

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's VCIT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2018, closing a stake of 197 shares — an estimated $16K sold.

Avantax Planning Partners first reported a position in VCIT in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 505 funds tracked by Wall St. Rank hold VCIT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 197 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2018, an estimated $16K.
  • Avantax Planning Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $16K in Q3 2018.
  • 505 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.