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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 $1.37T 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return