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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return