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Northstar Wealth Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Northstar Wealth Partners’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 		$339K Sell
3,546
-484
-12% -$46.5K 0.16% 108
2020
Q2 		$383K Sell
4,030
-873
-18% -$80.3K 0.16% 117
2020
Q1 		$427K Sell
4,903
-1,057
-18% -$96.2K 0.22% 98
2019
Q4 		$544K Buy
5,960
+404
+7% +$36.8K 0.22% 106
2019
Q3 		$507K Buy
5,556
+3,264
+142% +$296K 0.22% 110
2019
Q2 		$206K Buy
+2,292
New +$200K 0.09% 174

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Northstar Wealth Partners's VCIT Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 12% in Q3 2020, selling an estimated $46.5K and leaving 3,546 shares worth $339K. The position accounts for 0.16% of the portfolio, ranked #108.

Northstar Wealth Partners first reported a position in VCIT in Q2 2019 and has held it in 6 quarters since. The position peaked at $544K in Q4 2019. 708 funds tracked by Wall St. Rank hold VCIT as of Q3 2020.

  • Northstar Wealth Partners held 3,546 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $339K as of Q3 2020.
  • Northstar Wealth Partners sold 484 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2020, an estimated $46.5K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.16% of Northstar Wealth Partners's portfolio in Q3 2020, its #108 holding.
  • Northstar Wealth Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2019 and has held it in 6 quarters since.
  • Northstar Wealth Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $544K in Q4 2019.
  • 708 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.