Personal CFO Solutions’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Personal CFO Solutions’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	–	Sell	-2,549	Closed	-$242K	–	476
2021 Q2	$242K	Hold	2,549	–	–	0.05%	360
2021 Q1	$237K	Hold	2,549	–	–	0.05%	336
2020 Q4	$248K	Hold	2,549	–	–	0.06%	293
2020 Q3	$0	Hold	2,549	–	–	﹤0.01%	321
2020 Q2	$243K	Hold	2,549	–	–	0.07%	246
2020 Q1	$222K	Buy	+2,549	New	+$232K	0.08%	222

Other funds holding VCIT

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $171B AUM 24.68% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Personal CFO Solutions's VCIT Position: Q3 2021 in Review

Personal CFO Solutions sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2021, closing a stake of 2,549 shares — an estimated $242K sold.

Personal CFO Solutions first reported a position in VCIT in Q1 2020 and held it in 6 quarters. The position peaked at $248K in Q4 2020. 850 funds tracked by Wall St. Rank hold VCIT as of Q3 2021.

Personal CFO Solutions reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Personal CFO Solutions sold 2,549 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2021, an estimated $242K.
Personal CFO Solutions first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2020 and held it in 6 quarters.
Personal CFO Solutions's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $248K in Q4 2020.
850 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2021.

Based on Personal CFO Solutions's 13F filing for Q3 2021, filed 18 Nov 2021.