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Private Wealth Advisors (California)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Private Wealth Advisors (California)’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
Q1 		– Sell
-6,037
Closed -$551K – 75
2019
Q4 		$551K Buy
+6,037
New +$550K 0.32% 54

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Private Wealth Advisors (California)'s VCIT Position: Q1 2020 in Review

Private Wealth Advisors (California) sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2020, closing a stake of 6,037 shares — an estimated $551K sold.

Private Wealth Advisors (California) first reported a position in VCIT in Q4 2019 and held it in 1 quarter. The position peaked at $551K in Q4 2019. 623 funds tracked by Wall St. Rank hold VCIT as of Q1 2020.

  • Private Wealth Advisors (California) reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 6,037 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2020, an estimated $551K.
  • Private Wealth Advisors (California) first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Private Wealth Advisors (California)'s Vanguard Intermediate-Term Corporate Bond ETF position peaked at $551K in Q4 2019.
  • 623 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2020.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2020, filed 14 May 2020.