Doliver Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Doliver Advisors’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
2019 Q4	–	Sell	-3,000	Closed	-$273K	–	166
2019 Q3	$273K	Sell	3,000 -1,893	-39%	-$171K	0.11%	84
2019 Q2	$440K	Buy	4,893 +1,333	+37%	+$117K	0.17%	47
2019 Q1	$309K	Buy	3,560 +732	+26%	+$62.1K	0.12%	68
2018 Q4	$234K	Buy	+2,828	New	+$233K	0.11%	108

Other funds holding VCIT

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Doliver Advisors's VCIT Position: Q4 2019 in Review

Doliver Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2019, closing a stake of 3,000 shares — an estimated $273K sold.

Doliver Advisors first reported a position in VCIT in Q4 2018 and held it in 4 quarters. The position peaked at $440K in Q2 2019. 654 funds tracked by Wall St. Rank hold VCIT as of Q4 2019.

Doliver Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Doliver Advisors sold 3,000 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2019, an estimated $273K.
Doliver Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
Doliver Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $440K in Q2 2019.
654 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2019.

Based on Doliver Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.