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

Concert 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	–	Sell	-10,023	Closed	-$899K	–	903
2016 Q3	$899K	Sell	10,023 -82	-0.8%	-$7.34K	0.11%	239
2016 Q2	$906K	Sell	10,105 -2,138	-17%	-$188K	0.12%	222
2016 Q1	$1.06M	Sell	12,243 -2,480	-17%	-$210K	0.14%	186
2015 Q4	$1.24M	Buy	14,723 +4,153	+39%	+$353K	0.17%	152
2015 Q3	$900K	Buy	10,570 +828	+8%	+$70.2K	0.12%	219
2015 Q2	$829K	Sell	9,742 -577	-6%	-$49.9K	0.11%	243
2015 Q1	$843K	Buy	+10,319	New	+$901K	0.24%	111
2014 Q4	–	Sell	-9,013	Closed	-$771K	–	673
2014 Q3	$771K	Buy	+9,013	New	+$778K	0.1%	186

Other funds holding VCIT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

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

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

Concert Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2016, closing a stake of 10,023 shares — an estimated $899K sold.

Concert Wealth Management first reported a position in VCIT in Q3 2014 and held it in 8 quarters. The position peaked at $1.24M in Q4 2015. 363 funds tracked by Wall St. Rank hold VCIT as of Q4 2016.

Concert Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 10,023 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2016, an estimated $899K.
Concert Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2014 and held it in 8 quarters.
Concert Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.24M in Q4 2015.
363 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.