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San Francisco Sentry Investment Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

San Francisco Sentry 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
2021
Q2 		$145K Hold
1,520
– – 0.08% 234
2021
Q1 		$141K Sell
1,520
-105
-6% -$9.98K 0.06% 260
2020
Q4 		$158K Buy
1,625
+780
+92% +$75.2K 0.07% 230
2020
Q3 		$81K Buy
845
+315
+59% +$30.3K 0.04% 282
2020
Q2 		$50K Buy
530
+294
+125% +$27K 0.03% 329
2020
Q1 		$21K Sell
236
-32
-12% -$2.91K 0.01% 387
2019
Q4 		$24K Sell
268
-55
-17% -$5.01K 0.01% 464
2019
Q3 		$29K Sell
323
-44
-12% -$3.99K 0.01% 442
2019
Q2 		$33K Sell
367
-53
-13% -$4.64K 0.02% 425
2019
Q1 		$36K Sell
420
-593
-59% -$50.3K 0.02% 431
2018
Q4 		$84K Sell
1,013
-117
-10% -$9.65K 0.04% 309
2018
Q3 		$94K Sell
1,130
-1,406
-55% -$118K 0.04% 324
2018
Q2 		$212K Sell
2,536
-21
-0.8% -$1.76K 0.09% 190
2018
Q1 		$217K Buy
2,557
+1,117
+78% +$95.5K 0.06% 259
2017
Q4 		$126K Sell
1,440
-683
-32% -$59.9K 0.04% 325
2017
Q3 		$187K Buy
2,123
+706
+50% +$62.1K 0.06% 256
2017
Q2 		$124K Buy
+1,417
New +$124K 0.04% 281

Other funds holding VCIT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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 $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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

San Francisco Sentry Investment Group's VCIT Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q2 2021 at 1,520 shares worth $145K. The position accounts for 0.08% of the portfolio, ranked #234.

San Francisco Sentry Investment Group first reported a position in VCIT in Q2 2017 and has held it in 17 quarters since. The position peaked at $217K in Q1 2018. 836 funds tracked by Wall St. Rank hold VCIT as of Q2 2021.

  • San Francisco Sentry Investment Group held 1,520 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $145K as of Q2 2021.
  • San Francisco Sentry Investment Group left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q2 2021.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.08% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #234 holding.
  • San Francisco Sentry Investment Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2017 and has held it in 17 quarters since.
  • San Francisco Sentry Investment Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $217K in Q1 2018.
  • 836 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.