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

King Wealth Management Group’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
2014
Q4 		– Sell
-3,500
Closed -$300K – 120
2014
Q3 		$300K Buy
+3,500
New +$302K 0.19% 74

Other funds holding VCIT

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IAS
INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

King Wealth Management Group's VCIT Position: Q4 2014 in Review

King Wealth Management Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2014, closing a stake of 3,500 shares — an estimated $300K sold.

King Wealth Management Group first reported a position in VCIT in Q3 2014 and held it in 1 quarter. The position peaked at $300K in Q3 2014. 205 funds tracked by Wall St. Rank hold VCIT as of Q4 2014.

  • King Wealth Management Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • King Wealth Management Group sold 3,500 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2014, an estimated $300K.
  • King Wealth Management Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2014 and held it in 1 quarter.
  • King Wealth Management Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $300K in Q3 2014.
  • 205 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2014.

Based on King Wealth Management Group's 13F filing for Q4 2014, filed 11 Feb 2015.