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Gary Goldberg Planning Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		– Sell
-42
Closed -$4K – 490
2014
Q3 		$4K Buy
+42
New +$3.62K ﹤0.01% 433

Other funds holding VCIT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IAS
INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Gary Goldberg Planning Services's VCIT Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2014, closing a stake of 42 shares — an estimated $4K sold.

Gary Goldberg Planning Services first reported a position in VCIT in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 205 funds tracked by Wall St. Rank hold VCIT as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 42 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2014, an estimated $4K.
  • Gary Goldberg Planning Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4K in Q3 2014.
  • 205 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.