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

San Luis 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
2022
Q2 		– Sell
-502
Closed -$47K – 402
2022
Q1 		$47K Buy
+502
New +$44.6K 0.02% 243
2020
Q4 		$1.39M Buy
+14,281
New +$1.38M 0.9% 32

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

San Luis Wealth Advisors's VCIT Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2022, closing a stake of 502 shares — an estimated $47K sold.

San Luis Wealth Advisors first reported a position in VCIT in Q4 2020 and held it in 2 quarters. The position peaked at $1.39M in Q4 2020. 864 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 502 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $47K.
  • San Luis Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • San Luis Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.39M in Q4 2020.
  • 864 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.