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Fiduciary Planning’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-41
Closed -$4K – 255
2021
Q1 		$4K Hold
41
– – 0.01% 205
2020
Q4 		$4K Buy
41
+1
+3% +$96 0.01% 189
2020
Q3 		$4K Buy
+40
New +$3.85K 0.01% 151
2020
Q2 		– Sell
-30,489
Closed -$2.65M – 48
2020
Q1 		$2.65M Buy
+30,489
New +$2.77M 4.98% 5

Other funds holding VCIT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Planning's VCIT Position: Q2 2021 in Review

Fiduciary Planning sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2021, closing a stake of 41 shares — an estimated $4K sold.

Fiduciary Planning first reported a position in VCIT in Q1 2020 and held it in 4 quarters. The position peaked at $2.65M in Q1 2020. 836 funds tracked by Wall St. Rank hold VCIT as of Q2 2021.

  • Fiduciary Planning reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 41 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2021, an estimated $4K.
  • Fiduciary Planning first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2020 and held it in 4 quarters.
  • Fiduciary Planning's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.65M in Q1 2020.
  • 836 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.