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

Legacy Financial Strategies’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
2018
Q1 		– Sell
-4,677
Closed -$409K – 102
2017
Q4 		$409K Buy
+4,677
New +$410K 0.44% 45

Other funds holding VCIT

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Legacy Financial Strategies's VCIT Position: Q1 2018 in Review

Legacy Financial Strategies sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2018, closing a stake of 4,677 shares — an estimated $409K sold.

Legacy Financial Strategies first reported a position in VCIT in Q4 2017 and held it in 1 quarter. The position peaked at $409K in Q4 2017. 478 funds tracked by Wall St. Rank hold VCIT as of Q1 2018.

  • Legacy Financial Strategies reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 4,677 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2018, an estimated $409K.
  • Legacy Financial Strategies first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Strategies's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $409K in Q4 2017.
  • 478 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2018.

Based on Legacy Financial Strategies's 13F filing for Q1 2018, filed 14 May 2018.