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

Jackson 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
2018 Q2	–	Sell	-87,215	Closed	-$7.36M	–	107
2018 Q1	$7.36M	Sell	87,215 -6,216	-7%	-$531K	2.06%	15
2017 Q4	$8.12M	Sell	93,431 -139,555	-60%	-$12.2M	2.06%	15
2017 Q3	$20.5M	Buy	232,986 +4,301	+2%	+$378K	5.55%	2
2017 Q2	$20.1M	Buy	228,685 +4,029	+2%	+$352K	6.38%	2
2017 Q1	$19.4M	Buy	224,656 +2,043	+0.9%	+$176K	7%	2
2016 Q4	$19.2M	Sell	222,613 -25,456	-10%	-$2.22M	7.5%	3
2016 Q3	$22.1M	Sell	248,069 -6,363	-3%	-$569K	8.37%	3
2016 Q2	$22.7M	Buy	+254,432	New	+$22.3M	8.46%	3

Other funds holding VCIT

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

USAA

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

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

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

Jackson Wealth Management's VCIT Position: Q2 2018 in Review

Jackson Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2018, closing a stake of 87,215 shares — an estimated $7.36M sold.

Jackson Wealth Management first reported a position in VCIT in Q2 2016 and held it in 8 quarters. The position peaked at $22.7M in Q2 2016. 476 funds tracked by Wall St. Rank hold VCIT as of Q2 2018.

Jackson Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Jackson Wealth Management sold 87,215 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2018, an estimated $7.36M.
Jackson Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2016 and held it in 8 quarters.
Jackson Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $22.7M in Q2 2016.
476 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2018.

Based on Jackson Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.