Brio Consultants’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Brio Consultants’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 Q2	–	Sell	-4,956	Closed	-$426K	–	95
2022 Q1	$426K	Sell	4,956 -99	-2%	-$8.79K	0.09%	57
2021 Q4	$469K	Sell	5,055 -482	-9%	-$45.1K	0.11%	50
2021 Q3	$523K	Buy	5,537 +5	+0.1%	+$477	0.13%	49
2021 Q2	$526K	Sell	5,532 -726	-12%	-$68.3K	0.13%	49
2021 Q1	$582K	Buy	6,258 +733	+13%	+$69.7K	0.17%	42
2020 Q4	$537K	Sell	5,525 -789	-12%	-$76K	0.17%	41
2020 Q3	$605K	Sell	6,314 -4,253	-40%	-$409K	0.18%	42
2020 Q2	$1M	Buy	10,567 +6,260	+145%	+$576K	0.34%	36
2020 Q1	$375K	Buy	4,307 +1,946	+82%	+$177K	0.15%	48
2019 Q4	$216K	Buy	2,361 +26	+1%	+$2.37K	0.07%	72
2019 Q3	$213K	Buy	2,335 +20	+0.9%	+$1.81K	0.08%	72
2019 Q2	$208K	Buy	+2,315	New	+$202K	0.08%	70
2019 Q1	–	Sell	-2,457	Closed	-$204K	–	71
2018 Q4	$204K	Buy	+2,457	New	+$203K	0.1%	68

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Brio Consultants's VCIT Position: Q2 2022 in Review

Brio Consultants sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2022, closing a stake of 4,956 shares — an estimated $426K sold.

Brio Consultants first reported a position in VCIT in Q4 2018 and held it in 13 quarters. The position peaked at $1M in Q2 2020. 864 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

Brio Consultants reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Brio Consultants sold 4,956 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $426K.
Brio Consultants first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and held it in 13 quarters.
Brio Consultants's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1M in Q2 2020.
864 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

Based on Brio Consultants's 13F filing for Q2 2022, filed 14 Jul 2022.