MinichMacGregor Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

MinichMacGregor Wealth Management’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 Q2	–	Sell	-625	Closed	-$53K	–	588
2018 Q1	$53K	Hold	625	–	–	0.04%	110
2017 Q4	$54K	Hold	625	–	–	0.04%	109
2017 Q3	$55K	Hold	625	–	–	0.05%	97
2017 Q2	$54K	Hold	625	–	–	0.05%	99
2017 Q1	$53K	Hold	625	–	–	0.05%	100
2016 Q4	$53K	Hold	625	–	–	0.05%	102
2016 Q3	$55K	Hold	625	–	–	0.05%	110
2016 Q2	$55K	Hold	625	–	–	0.05%	104
2016 Q1	$54K	Hold	625	–	–	0.05%	99
2015 Q4	$54K	Buy	+625	New	+$53.1K	0.05%	101

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

CSIA

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MinichMacGregor Wealth Management's VCIT Position: Q2 2018 in Review

MinichMacGregor Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2018, closing a stake of 625 shares — an estimated $53K sold.

MinichMacGregor Wealth Management first reported a position in VCIT in Q4 2015 and held it in 10 quarters. The position peaked at $55K in Q3 2017. 476 funds tracked by Wall St. Rank hold VCIT as of Q2 2018.

MinichMacGregor Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 625 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2018, an estimated $53K.
MinichMacGregor Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2015 and held it in 10 quarters.
MinichMacGregor Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $55K in Q3 2017.
476 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2018, filed 13 Jul 2018.