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

Landmark 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
2022 Q3	–	Sell	-2,571	Closed	-$206K	–	82
2022 Q2	$206K	Hold	2,571	–	–	0.1%	79
2022 Q1	$212K	Sell	2,571 -119	-4%	-$10.6K	0.1%	82
2021 Q4	$250K	Sell	2,690 -1,218	-31%	-$114K	0.11%	77
2021 Q3	$364K	Buy	3,908 +163	+4%	+$15.6K	0.2%	55
2021 Q2	$356K	Sell	3,745 -163	-4%	-$15.3K	0.17%	58
2021 Q1	$364K	Hold	3,908	–	–	0.2%	55
2020 Q4	$375K	Hold	3,908	–	–	0.21%	52
2020 Q3	$374K	Hold	3,908	–	–	0.24%	47
2020 Q2	$373K	Hold	3,908	–	–	0.24%	47
2020 Q1	$354K	Sell	3,908 -1,400	-26%	-$127K	0.24%	46
2019 Q4	$490K	Sell	5,308 -108	-2%	-$9.85K	0.29%	38
2019 Q3	$494K	Sell	5,416 -1,200	-18%	-$109K	0.31%	34
2019 Q2	$594K	Sell	6,616 -176	-3%	-$15.4K	0.36%	31
2019 Q1	$590K	Sell	6,792 -910	-12%	-$77.1K	0.39%	32
2018 Q4	$638K	Buy	7,702 +43	+0.6%	+$3.54K	0.42%	30
2018 Q3	$639K	Sell	7,659 -2,287	-23%	-$192K	0.38%	30
2018 Q2	$830K	Sell	9,946 -1,019	-9%	-$85.2K	0.51%	27
2018 Q1	$930K	Sell	10,965 -1,487	-12%	-$127K	0.58%	27
2017 Q4	$1.09M	Sell	12,452 -2,404	-16%	-$211K	0.69%	25
2017 Q3	$1.31M	Sell	14,856 -1,830	-11%	-$161K	0.88%	22
2017 Q2	$1.46M	Sell	16,686 -183	-1%	-$16K	1.05%	20
2017 Q1	$1.46M	Sell	16,869 -3,997	-19%	-$344K	1.08%	19
2016 Q4	$1.79M	Sell	20,866 -2,279	-10%	-$198K	1.43%	15
2016 Q3	$2.07M	Sell	23,145 -9,197	-28%	-$823K	1.76%	13
2016 Q2	$2.89M	Sell	32,342 -1,635	-5%	-$143K	2.7%	11
2016 Q1	$2.95M	Sell	33,977 -934	-3%	-$79.3K	3%	11
2015 Q4	$2.94M	Sell	34,911 -6,554	-16%	-$557K	3.09%	12
2015 Q3	$3.54M	Buy	41,465 +500	+1%	+$42.4K	3.9%	10
2015 Q2	$3.49M	Buy	40,965 +2,875	+8%	+$249K	3.61%	11
2015 Q1	$3.28M	Hold	38,090	–	–	3.44%	10
2014 Q4	$3.28M	Buy	+38,090	New	+$3.29M	3.38%	10

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Landmark Financial Advisors's VCIT Position: Q3 2022 in Review

Landmark Financial Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 2,571 shares — an estimated $206K sold.

Landmark Financial Advisors first reported a position in VCIT in Q4 2014 and held it in 31 quarters. The position peaked at $3.54M in Q3 2015. 853 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

Landmark Financial Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Landmark Financial Advisors sold 2,571 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $206K.
Landmark Financial Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2014 and held it in 31 quarters.
Landmark Financial Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.54M in Q3 2015.
853 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Landmark Financial Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.