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Roosevelt Investment Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Roosevelt Investment 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
2022
Q2 		– Sell
-2,475
Closed -$213K – 301
2022
Q1 		$213K Sell
2,475
-35
-1% -$3.11K 0.01% 268
2021
Q4 		$233K Sell
2,510
-50
-2% -$4.68K 0.01% 254
2021
Q3 		$242K Sell
2,560
-77
-3% -$7.35K 0.02% 227
2021
Q2 		$251K Sell
2,637
-165
-6% -$15.5K 0.02% 228
2021
Q1 		$261K Sell
2,802
-52
-2% -$4.94K 0.02% 219
2020
Q4 		$277K Buy
2,854
+71
+3% +$6.84K 0.02% 201
2020
Q3 		$267K Sell
2,783
-60
-2% -$5.77K 0.02% 185
2020
Q2 		$270K Sell
2,843
-115
-4% -$10.6K 0.03% 144
2020
Q1 		$258K Sell
2,958
-3,368
-53% -$306K 0.03% 128
2019
Q4 		$578K Sell
6,326
-83
-1% -$7.57K 0.06% 94
2019
Q3 		$585K Buy
6,409
+1,761
+38% +$160K 0.07% 96
2019
Q2 		$418K Sell
4,648
-440
-9% -$38.5K 0.05% 111
2019
Q1 		$442K Buy
5,088
+12
+0.2% +$1.02K 0.06% 106
2018
Q4 		$421K Sell
5,076
-721
-12% -$59.4K 0.05% 142
2018
Q3 		$484K Buy
5,797
+2,291
+65% +$192K 0.04% 114
2018
Q2 		$293K Buy
3,506
+626
+22% +$52.4K 0.03% 131
2018
Q1 		$244K Buy
+2,880
New +$246K 0.02% 155

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Roosevelt Investment Group's VCIT Position: Q2 2022 in Review

Roosevelt Investment Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2022, closing a stake of 2,475 shares — an estimated $213K sold.

Roosevelt Investment Group first reported a position in VCIT in Q1 2018 and held it in 17 quarters. The position peaked at $585K in Q3 2019. 863 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

  • Roosevelt Investment Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Roosevelt Investment Group sold 2,475 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $213K.
  • Roosevelt Investment Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2018 and held it in 17 quarters.
  • Roosevelt Investment Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $585K in Q3 2019.
  • 863 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

Based on Roosevelt Investment Group's 13F filing for Q2 2022, filed 3 Aug 2022.