LA
VCIT icon

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

Legacy 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
2019
Q2 		– Sell
-68,318
Closed -$5.93M – 426
2019
Q1 		$5.93M Buy
68,318
+20,272
+42% +$1.72M 1.93% 13
2018
Q4 		$3.98M Hold
48,046
– – 3.02% 8
2018
Q3 		$4.01M Buy
+48,046
New +$4.03M 1.98% 11
2018
Q2 		– Sell
-57,410
Closed -$4.85M – 460
2018
Q1 		$4.85M Buy
57,410
+14,650
+34% +$1.25M 3.58% 6
2017
Q4 		$3.74M Buy
42,760
+7,585
+22% +$665K 3.64% 9
2017
Q3 		$3.1M Buy
35,175
+4,896
+16% +$431K 3.45% 8
2017
Q2 		$2.65M Buy
30,279
+4,342
+17% +$379K 3.38% 7
2017
Q1 		$2.24M Sell
25,937
-150,220
-85% -$12.9M 3.03% 7
2016
Q4 		$1.66M Buy
+176,157
New +$15.3M 2.27% 8

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return