Piershale Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Piershale Financial Group’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
2014 Q3	–	Sell	-511	Closed	-$44K	–	192
2014 Q2	$44K	Hold	511	–	–	0.04%	52
2014 Q1	$43K	Hold	511	–	–	0.05%	45
2013 Q4	$42K	Hold	511	–	–	0.06%	34
2013 Q3	$43K	Buy	+511	New	+$42.4K	0.04%	45

Other funds holding VCIT

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

IAS

INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Piershale Financial Group's VCIT Position: Q3 2014 in Review

Piershale Financial Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2014, closing a stake of 511 shares — an estimated $44K sold.

Piershale Financial Group first reported a position in VCIT in Q3 2013 and held it in 4 quarters. The position peaked at $44K in Q2 2014. 183 funds tracked by Wall St. Rank hold VCIT as of Q3 2014.

Piershale Financial Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
Piershale Financial Group sold 511 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2014, an estimated $44K.
Piershale Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2013 and held it in 4 quarters.
Piershale Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $44K in Q2 2014.
183 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2014.

Based on Piershale Financial Group's 13F filing for Q3 2014, filed 21 Oct 2014.