Kings Point Capital Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Kings Point Capital 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
2020 Q1	–	Sell	-551	Closed	-$50K	–	510
2019 Q4	$50K	Buy	551 +378	+218%	+$34.5K	0.01%	316
2019 Q3	$16K	Hold	173	–	–	﹤0.01%	430
2019 Q2	$16K	Hold	173	–	–	﹤0.01%	376
2019 Q1	$15K	Hold	173	–	–	﹤0.01%	331
2018 Q4	$14K	Sell	173 -786	-82%	-$64.8K	﹤0.01%	332
2018 Q3	$80K	Sell	959 -1,255	-57%	-$105K	0.01%	198
2018 Q2	$185K	Buy	2,214 +1,647	+290%	+$138K	0.04%	149
2018 Q1	$48K	Sell	567 -273	-33%	-$23.3K	0.01%	242
2017 Q4	$73K	Sell	840 -345	-29%	-$30.2K	0.02%	198
2017 Q3	$104K	Hold	1,185	–	–	0.02%	177
2017 Q2	$104K	Buy	1,185 +745	+169%	+$65.1K	0.02%	176
2017 Q1	$38K	Buy	440 +290	+193%	+$24.9K	0.01%	243
2016 Q4	$13K	Buy	+150	New	+$13.1K	﹤0.01%	293

Other funds holding VCIT

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kings Point Capital Management's VCIT Position: Q1 2020 in Review

Kings Point Capital Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2020, closing a stake of 551 shares — an estimated $50K sold.

Kings Point Capital Management first reported a position in VCIT in Q4 2016 and held it in 13 quarters. The position peaked at $185K in Q2 2018. 623 funds tracked by Wall St. Rank hold VCIT as of Q1 2020.

Kings Point Capital Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Kings Point Capital Management sold 551 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2020, an estimated $50K.
Kings Point Capital Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2016 and held it in 13 quarters.
Kings Point Capital Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $185K in Q2 2018.
623 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2020.

Based on Kings Point Capital Management's 13F filing for Q1 2020, filed 14 May 2020.