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

Highwater 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
2017
Q3 		– Sell
-2,431
Closed -$213K – 53
2017
Q2 		$213K Buy
+2,431
New +$212K 0.51% 46

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
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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Highwater Wealth Management's VCIT Position: Q3 2017 in Review

Highwater Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2017, closing a stake of 2,431 shares — an estimated $213K sold.

Highwater Wealth Management first reported a position in VCIT in Q2 2017 and held it in 1 quarter. The position peaked at $213K in Q2 2017. 429 funds tracked by Wall St. Rank hold VCIT as of Q3 2017.

  • Highwater Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Highwater Wealth Management sold 2,431 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2017, an estimated $213K.
  • Highwater Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2017 and held it in 1 quarter.
  • Highwater Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $213K in Q2 2017.
  • 429 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2017.

Based on Highwater Wealth Management's 13F filing for Q3 2017, filed 18 Oct 2017.