BWM
VCIT icon

Braver Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Braver Wealth 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
2016
Q4 		$301K Sell
3,512
-238
-6% -$20.7K 0.05% 133
2016
Q3 		$336K Sell
3,750
-1,092
-23% -$97.7K 0.06% 121
2016
Q2 		$433K Sell
4,842
-1,320
-21% -$116K 0.07% 102
2016
Q1 		$536K Buy
6,162
+31
+0.5% +$2.63K 0.09% 102
2015
Q4 		$516K Buy
+6,131
New +$521K 0.11% 66

Other funds holding VCIT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Braver Wealth Management's VCIT Position: Q4 2016 in Review

Braver Wealth Management reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 6.3% in Q4 2016, selling an estimated $20.7K and leaving 3,512 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #133.

Braver Wealth Management first reported a position in VCIT in Q4 2015 and has held it in 5 quarters since. The position peaked at $536K in Q1 2016. 363 funds tracked by Wall St. Rank hold VCIT as of Q4 2016.

  • Braver Wealth Management held 3,512 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $301K as of Q4 2016.
  • Braver Wealth Management sold 238 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2016, an estimated $20.7K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.05% of Braver Wealth Management's portfolio in Q4 2016, its #133 holding.
  • Braver Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2015 and has held it in 5 quarters since.
  • Braver Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $536K in Q1 2016.
  • 363 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.