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

Doyle 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
2019
Q3 		– Sell
-500
Closed -$45K – 731
2019
Q2 		$45K Buy
+500
New +$43.7K 0.01% 382
2019
Q1 		– Sell
-87
Closed -$7K – 724
2018
Q4 		$7K Buy
+87
New +$7.17K ﹤0.01% 687

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Doyle Wealth Management's VCIT Position: Q3 2019 in Review

Doyle Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2019, closing a stake of 500 shares — an estimated $45K sold.

Doyle Wealth Management first reported a position in VCIT in Q4 2018 and held it in 2 quarters. The position peaked at $45K in Q2 2019. 548 funds tracked by Wall St. Rank hold VCIT as of Q3 2019.

  • Doyle Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 500 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2019, an estimated $45K.
  • Doyle Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $45K in Q2 2019.
  • 548 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.