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

Gupta 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
2016 Q1	$442K	Buy	5,079 +1,342	+36%	+$114K	0.1%	149
2015 Q4	$314K	Buy	3,737 +422	+13%	+$35.9K	0.08%	187
2015 Q3	$283K	Hold	3,315	–	–	0.07%	195
2015 Q2	$283K	Buy	3,315 +1,550	+88%	+$134K	0.07%	207
2015 Q1	$155K	Buy	+1,765	New	+$154K	0.05%	256

Other funds holding VCIT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gupta Wealth Management's VCIT Position: Q1 2016 in Review

Gupta Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 36% in Q1 2016, buying an estimated $114K and bringing the position to 5,079 shares worth $442K. The position accounts for 0.1% of the portfolio, ranked #149.

Gupta Wealth Management first reported a position in VCIT in Q1 2015 and has held it in 5 quarters since. 291 funds tracked by Wall St. Rank hold VCIT as of Q1 2016.

Gupta Wealth Management held 5,079 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $442K as of Q1 2016.
Gupta Wealth Management bought 1,342 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2016, an estimated $114K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.1% of Gupta Wealth Management's portfolio in Q1 2016, its #149 holding.
Gupta Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2015 and has held it in 5 quarters since.
291 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.