Integrated Wealth Management (Palm Desert)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$4.24M	Buy	49,030 +5,926	+14%	+$509K	1.42%	13
2016 Q4	$3.69M	Buy	43,104 +8,765	+26%	+$763K	1.38%	15
2016 Q3	$3.08M	Buy	34,339 +29,901	+674%	+$2.68M	1.1%	20
2016 Q2	$397K	Buy	4,438 +4,265	+2,465%	+$374K	0.15%	134
2016 Q1	$15K	Buy	173 +164	+1,822%	+$13.9K	0.01%	618
2015 Q4	$1K	Hold	9	–	–	﹤0.01%	1235
2015 Q3	$1K	Buy	+9	New	+$763	﹤0.01%	1247

Other funds holding VCIT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

RIG

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s VCIT Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 14% in Q1 2017, buying an estimated $509K and bringing the position to 49,030 shares worth $4.24M. The position accounts for 1.42% of the portfolio, ranked #13.

Integrated Wealth Management (Palm Desert) first reported a position in VCIT in Q3 2015 and has held it in 7 quarters since. 382 funds tracked by Wall St. Rank hold VCIT as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 49,030 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $4.24M as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 5,926 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2017, an estimated $509K.
Vanguard Intermediate-Term Corporate Bond ETF made up 1.42% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #13 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2015 and has held it in 7 quarters since.
382 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.