Berman Capital Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Berman Capital 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
2020 Q2	–	Sell	-646	Closed	-$56K	–	1834
2020 Q1	$56K	Buy	646 +2	+0.3%	+$182	0.02%	276
2019 Q4	$58K	Buy	+644	New	+$58.7K	0.02%	297
2018 Q4	–	Sell	-6,126	Closed	-$512K	–	1267
2018 Q3	$512K	Hold	6,126	–	–	0.22%	57
2018 Q2	$512K	Buy	+6,126	New	+$512K	0.18%	59
2018 Q1	–	Sell	-65,005	Closed	-$5.68M	–	129
2017 Q4	$5.68M	Buy	+65,005	New	+$5.7M	1.88%	16

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MYLI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Berman Capital Advisors's VCIT Position: Q2 2020 in Review

Berman Capital Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2020, closing a stake of 646 shares — an estimated $56K sold.

Berman Capital Advisors first reported a position in VCIT in Q4 2017 and held it in 5 quarters. The position peaked at $5.68M in Q4 2017. 689 funds tracked by Wall St. Rank hold VCIT as of Q2 2020.

Berman Capital Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Berman Capital Advisors sold 646 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2020, an estimated $56K.
Berman Capital Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and held it in 5 quarters.
Berman Capital Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $5.68M in Q4 2017.
689 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.