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

Edge 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 Q1	–	Sell	-30	Closed	-$2K	–	611
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	533
2018 Q3	$3K	Hold	30	–	–	﹤0.01%	545
2018 Q2	$3K	Sell	30 -1,000	-97%	-$83.6K	﹤0.01%	522
2018 Q1	$87K	Sell	1,030 -500	-33%	-$42.7K	0.02%	174
2017 Q4	$133K	Sell	1,530 -125	-8%	-$11K	0.04%	152
2017 Q3	$146K	Buy	+1,655	New	+$146K	0.04%	145

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CSIA

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

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

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

Edge Wealth Management's VCIT Position: Q1 2019 in Review

Edge Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2019, closing a stake of 30 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in VCIT in Q3 2017 and held it in 6 quarters. The position peaked at $146K in Q3 2017. 544 funds tracked by Wall St. Rank hold VCIT as of Q1 2019.

Edge Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Edge Wealth Management sold 30 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2019, an estimated $2K.
Edge Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2017 and held it in 6 quarters.
Edge Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $146K in Q3 2017.
544 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2019.

Based on Edge Wealth Management's 13F filing for Q1 2019, filed 11 Apr 2019.