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Garrett Wealth Advisory Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Garrett Wealth Advisory Group’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
-776
Closed -$70.8K – 612
2019
Q3 		$70.8K Buy
+776
New +$70.3K 0.05% 106

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
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

Garrett Wealth Advisory Group's VCIT Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2019, closing a stake of 776 shares — an estimated $70.8K sold.

Garrett Wealth Advisory Group first reported a position in VCIT in Q3 2019 and held it in 1 quarter. The position peaked at $70.8K in Q3 2019. 653 funds tracked by Wall St. Rank hold VCIT as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 776 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2019, an estimated $70.8K.
  • Garrett Wealth Advisory Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $70.8K in Q3 2019.
  • 653 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.