Phoenix Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Phoenix Wealth Advisors’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	-34	Closed	-$3K	–	393
2021 Q2	$3K	Hold	34	–	–	﹤0.01%	351
2021 Q1	$3K	Hold	34	–	–	﹤0.01%	341
2020 Q4	$3K	Buy	+34	New	+$3.28K	﹤0.01%	324

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

Phoenix Wealth Advisors's VCIT Position: Q3 2021 in Review

Phoenix Wealth Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2021, closing a stake of 34 shares — an estimated $3K sold.

Phoenix Wealth Advisors first reported a position in VCIT in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 850 funds tracked by Wall St. Rank hold VCIT as of Q3 2021.

Phoenix Wealth Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 34 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2021, an estimated $3K.
Phoenix Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
Phoenix Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3K in Q2 2021.
850 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.