Secure Asset Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Secure Asset Management’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	-13,608	Closed	-$1.17M	–	218
2022 Q1	$1.17M	Sell	13,608 -558	-4%	-$49.5K	0.53%	33
2021 Q4	$1.31M	Buy	14,166 +3,080	+28%	+$288K	0.53%	31
2021 Q3	$1.05M	Sell	11,086 -471	-4%	-$45K	0.52%	36
2021 Q2	$1.1M	Buy	11,557 +1,739	+18%	+$164K	0.56%	31
2021 Q1	$913K	Sell	9,818 -847	-8%	-$80.5K	0.51%	39
2020 Q4	$1.04M	Buy	10,665 +528	+5%	+$50.9K	0.61%	36
2020 Q3	$971K	Sell	10,137 -1,242	-11%	-$119K	0.67%	34
2020 Q2	$1.08M	Buy	11,379 +621	+6%	+$57.1K	0.76%	29
2020 Q1	$937K	Sell	10,758 -38,103	-78%	-$3.47M	1.01%	25
2019 Q4	$4.46M	Buy	+48,861	New	+$4.46M	3.15%	4

Other funds holding VCIT

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

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 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Secure Asset Management's VCIT Position: Q2 2022 in Review

Secure Asset Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2022, closing a stake of 13,608 shares — an estimated $1.17M sold.

Secure Asset Management first reported a position in VCIT in Q4 2019 and held it in 10 quarters. The position peaked at $4.46M in Q4 2019. 864 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

Secure Asset Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Secure Asset Management sold 13,608 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $1.17M.
Secure Asset Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
Secure Asset Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.46M in Q4 2019.
864 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

Based on Secure Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.