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Kore Private Wealth’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-7
Closed – – 1043
2020
Q2 		$0 Hold
7
– – ﹤0.01% 1273
2020
Q1 		$1K Sell
7
-1,629
-100% -$148K ﹤0.01% 1033
2019
Q4 		$149K Buy
+1,636
New +$149K 0.03% 297
2019
Q2 		– Sell
-245
Closed -$21K – 763
2019
Q1 		$21K Sell
245
-40
-14% -$3.39K ﹤0.01% 506
2018
Q4 		$24K Buy
+285
New +$23.5K 0.01% 467

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Kore Private Wealth's VCIT Position: Q3 2020 in Review

Kore Private Wealth sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2020, closing a stake of 7 shares.

Kore Private Wealth first reported a position in VCIT in Q4 2018 and held it in 5 quarters. The position peaked at $149K in Q4 2019. 707 funds tracked by Wall St. Rank hold VCIT as of Q3 2020.

  • Kore Private Wealth reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 7 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2020.
  • Kore Private Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $149K in Q4 2019.
  • 707 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.