LifePlan Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

LifePlan Financial Group’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	$443K	Sell	4,627 -6	-0.1%	-$577	0.19%	84
2020 Q2	$441K	Sell	4,633 -66	-1%	-$6.07K	0.2%	80
2020 Q1	$409K	Sell	4,699 -564	-11%	-$51.3K	0.22%	76
2019 Q4	$481K	Sell	5,263 -121	-2%	-$11K	0.21%	81
2019 Q3	$491K	Sell	5,384 -145	-3%	-$13.1K	0.23%	73
2019 Q2	$497K	Buy	5,529 +127	+2%	+$11.1K	0.24%	69
2019 Q1	$469K	Buy	5,402 +681	+14%	+$57.7K	0.25%	69
2018 Q4	$391K	Sell	4,721 -86	-2%	-$7.09K	0.24%	68
2018 Q3	$402K	Sell	4,807 -80	-2%	-$6.7K	0.22%	78
2018 Q2	$408K	Sell	4,887 -316	-6%	-$26.4K	0.23%	73
2018 Q1	$441K	Hold	5,203	–	–	0.26%	66
2017 Q4	$458K	Hold	5,203	–	–	0.29%	64
2017 Q3	$458K	Buy	5,203 +163	+3%	+$14.3K	0.29%	64
2017 Q2	$441K	Buy	5,040 +62	+1%	+$5.41K	0.3%	69
2017 Q1	$430K	Buy	4,978 +66	+1%	+$5.67K	0.3%	67
2016 Q4	$421K	Buy	4,912 +644	+15%	+$56K	0.3%	76
2016 Q3	$382K	Buy	4,268 +303	+8%	+$27.1K	0.26%	68
2016 Q2	$355K	Buy	+3,965	New	+$348K	0.24%	69

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

LifePlan Financial Group's VCIT Position: Q3 2020 in Review

LifePlan Financial Group reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.13% in Q3 2020, selling an estimated $577 and leaving 4,627 shares worth $443K. The position accounts for 0.19% of the portfolio, ranked #84.

LifePlan Financial Group first reported a position in VCIT in Q2 2016 and has held it in 18 quarters since. The position peaked at $497K in Q2 2019. 707 funds tracked by Wall St. Rank hold VCIT as of Q3 2020.

LifePlan Financial Group held 4,627 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $443K as of Q3 2020.
LifePlan Financial Group sold 6 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2020, an estimated $577.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.19% of LifePlan Financial Group's portfolio in Q3 2020, its #84 holding.
LifePlan Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2016 and has held it in 18 quarters since.
LifePlan Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $497K in Q2 2019.
707 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.