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Confluence Wealth Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-81
Closed -$7K – 1115
2021
Q4 		$7K Buy
+81
New +$7.58K ﹤0.01% 1005

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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Confluence Wealth Services's VCIT Position: Q1 2022 in Review

Confluence Wealth Services sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2022, closing a stake of 81 shares — an estimated $7K sold.

Confluence Wealth Services first reported a position in VCIT in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 897 funds tracked by Wall St. Rank hold VCIT as of Q1 2022.

  • Confluence Wealth Services reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 81 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2022, an estimated $7K.
  • Confluence Wealth Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $7K in Q4 2021.
  • 897 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.