Fiduciary Financial Services of The Southwest’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Fiduciary Financial Services of The Southwest’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	$208K	Sell	2,280 -75	-3%	-$6.84K	0.05%	141
2019 Q3	$215K	Sell	2,355 -550	-19%	-$49.8K	0.06%	138
2019 Q2	$261K	Hold	2,905	–	–	0.07%	136
2019 Q1	$252K	Sell	2,905 -230	-7%	-$19.5K	0.07%	138
2018 Q4	$260K	Hold	3,135	–	–	0.08%	130
2018 Q3	$262K	Sell	3,135 -52	-2%	-$4.36K	0.07%	139
2018 Q2	$266K	Sell	3,187 -24	-0.7%	-$2.01K	0.08%	139
2018 Q1	$272K	Buy	3,211 +101	+3%	+$8.63K	0.08%	139
2017 Q4	$272K	Hold	3,110	–	–	0.08%	139
2017 Q3	$274K	Buy	3,110 +125	+4%	+$11K	0.08%	137
2017 Q2	$261K	Buy	2,985 +115	+4%	+$10K	0.08%	138
2017 Q1	$248K	Hold	2,870	–	–	0.08%	137
2016 Q4	$246K	Buy	2,870 +210	+8%	+$18.3K	0.08%	140
2016 Q3	$238K	Hold	2,660	–	–	0.08%	144
2016 Q2	$238K	Buy	+2,660	New	+$233K	0.08%	141

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

CSIA

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

Fiduciary Financial Services of The Southwest's VCIT Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 3.2% in Q4 2019, selling an estimated $6.84K and leaving 2,280 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #141.

Fiduciary Financial Services of The Southwest first reported a position in VCIT in Q2 2016 and has held it in 15 quarters since. The position peaked at $274K in Q3 2017. 654 funds tracked by Wall St. Rank hold VCIT as of Q4 2019.

Fiduciary Financial Services of The Southwest held 2,280 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $208K as of Q4 2019.
Fiduciary Financial Services of The Southwest sold 75 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2019, an estimated $6.84K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.05% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #141 holding.
Fiduciary Financial Services of The Southwest first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2016 and has held it in 15 quarters since.
Fiduciary Financial Services of The Southwest's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $274K in Q3 2017.
654 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.