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Johanson Financial Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Johanson Financial Advisors’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
2021
Q4 		$660K Sell
7,113
-1,120
-14% -$105K 0.2% 78
2021
Q3 		$777K Sell
8,233
-839
-9% -$80.1K 0.27% 70
2021
Q2 		$867K Sell
9,072
-866
-9% -$81.5K 0.29% 67
2021
Q1 		$931K Sell
9,938
-650
-6% -$61.8K 0.34% 62
2020
Q4 		$1.03M Sell
10,588
-218
-2% -$21K 0.42% 49
2020
Q3 		$1.03M Buy
10,806
+1,040
+11% +$100K 0.46% 47
2020
Q2 		$929K Buy
9,766
+129
+1% +$11.9K 0.46% 50
2020
Q1 		$841K Sell
9,637
-806,083
-99% -$73.3M 0.48% 46
2019
Q4 		$8.93M Buy
815,720
+804,190
+6,975% +$73.3M 0.42% 43
2019
Q3 		$1.05M Sell
11,530
-680
-6% -$61.6K 0.55% 43
2019
Q2 		$1.1M Buy
12,210
+3,412
+39% +$298K 0.59% 43
2019
Q1 		$764K Buy
8,798
+1,207
+16% +$102K 0.43% 51
2018
Q4 		$630K Sell
7,591
-1,071
-12% -$88.3K 0.42% 53
2018
Q3 		$726K Sell
8,662
-2,015
-19% -$169K 0.42% 52
2018
Q2 		$897K Buy
10,677
+898
+9% +$75.1K 0.57% 44
2018
Q1 		$833K Sell
9,779
-710
-7% -$60.7K 0.55% 42
2017
Q4 		$917K Buy
10,489
+2,041
+24% +$179K 0.61% 42
2017
Q3 		$744K Sell
8,448
-132
-2% -$11.6K 0.54% 46
2017
Q2 		$751K Buy
8,580
+1,846
+27% +$161K 0.61% 39
2017
Q1 		$584K Buy
+6,734
New +$579K 0.51% 45
2016
Q4 		– Sell
-4,434
Closed -$399K – 63
2016
Q3 		$399K Buy
+4,434
New +$397K 0.43% 50

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Johanson Financial Advisors's VCIT Position: Q4 2021 in Review

Johanson Financial Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 14% in Q4 2021, selling an estimated $105K and leaving 7,113 shares worth $660K. The position accounts for 0.2% of the portfolio, ranked #78.

Johanson Financial Advisors first reported a position in VCIT in Q3 2016 and has held it in 21 quarters since. The position peaked at $8.93M in Q4 2019. 927 funds tracked by Wall St. Rank hold VCIT as of Q4 2021.

  • Johanson Financial Advisors held 7,113 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $660K as of Q4 2021.
  • Johanson Financial Advisors sold 1,120 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2021, an estimated $105K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.2% of Johanson Financial Advisors's portfolio in Q4 2021, its #78 holding.
  • Johanson Financial Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2016 and has held it in 21 quarters since.
  • Johanson Financial Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $8.93M in Q4 2019.
  • 927 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.