Newport Wealth Strategies’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Newport Wealth 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
2021 Q3	$901K	Sell	9,540 -2,655	-22%	-$253K	0.54%	38
2021 Q2	$1.16M	Sell	12,195 -1,600	-12%	-$151K	0.67%	37
2021 Q1	$1.28M	Sell	13,795 -17,722	-56%	-$1.68M	0.8%	33
2020 Q4	$3.02M	Hold	31,517	–	–	2.26%	16
2020 Q3	$3.02M	Buy	31,517 +720	+2%	+$69.2K	2.25%	16
2020 Q2	$2.93M	Buy	30,797 +19,097	+163%	+$1.76M	2.67%	14
2020 Q1	$1.06M	Buy	11,700 +5,840	+100%	+$531K	1%	28
2019 Q4	$537K	Buy	5,860 +2,530	+76%	+$231K	0.39%	50
2019 Q3	$304K	Buy	+3,330	New	+$302K	0.28%	63

Other funds holding VCIT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Newport Wealth Strategies's VCIT Position: Q3 2021 in Review

Newport Wealth Strategies reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 22% in Q3 2021, selling an estimated $253K and leaving 9,540 shares worth $901K. The position accounts for 0.54% of the portfolio, ranked #38.

Newport Wealth Strategies first reported a position in VCIT in Q3 2019 and has held it in 9 quarters since. The position peaked at $3.02M in Q3 2020. 849 funds tracked by Wall St. Rank hold VCIT as of Q3 2021.

Newport Wealth Strategies held 9,540 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $901K as of Q3 2021.
Newport Wealth Strategies sold 2,655 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2021, an estimated $253K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.54% of Newport Wealth Strategies's portfolio in Q3 2021, its #38 holding.
Newport Wealth Strategies first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2019 and has held it in 9 quarters since.
Newport Wealth Strategies's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.02M in Q3 2020.
849 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2021.

Based on Newport Wealth Strategies's 13F filing for Q3 2021, filed 12 Nov 2021.