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Integrated Wealth Counsel’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Integrated Wealth Counsel’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
Q4 		– Sell
-41
Closed -$4K – 225
2016
Q3 		$4K Buy
+41
New +$3.67K 0.01% 192

Other funds holding VCIT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Counsel's VCIT Position: Q4 2016 in Review

Integrated Wealth Counsel sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2016, closing a stake of 41 shares — an estimated $4K sold.

Integrated Wealth Counsel first reported a position in VCIT in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 363 funds tracked by Wall St. Rank hold VCIT as of Q4 2016.

  • Integrated Wealth Counsel reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Counsel sold 41 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2016, an estimated $4K.
  • Integrated Wealth Counsel first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Counsel's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4K in Q3 2016.
  • 363 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.