Sequoia Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Sequoia Wealth 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
2019 Q4	–	Sell	-6,931	Closed	-$633K	–	48
2019 Q3	$633K	Buy	6,931 +4,298	+163%	+$389K	1.29%	24
2019 Q2	$237K	Sell	2,633 -4,434	-63%	-$388K	0.22%	49
2019 Q1	$614K	Buy	7,067 +4,434	+168%	+$376K	0.5%	37
2018 Q4	$218K	Sell	2,633 -4,864	-65%	-$401K	0.22%	56
2018 Q3	$625K	Buy	7,497 +1,121	+18%	+$93.9K	0.54%	38
2018 Q2	$549K	Buy	6,376 +2,596	+69%	+$217K	0.58%	36
2018 Q1	$322K	Sell	3,780 -238	-6%	-$20.3K	0.31%	44
2017 Q4	$346K	Buy	+4,018	New	+$352K	0.31%	40

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Sequoia Wealth Management's VCIT Position: Q4 2019 in Review

Sequoia Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2019, closing a stake of 6,931 shares — an estimated $633K sold.

Sequoia Wealth Management first reported a position in VCIT in Q4 2017 and held it in 8 quarters. The position peaked at $633K in Q3 2019. 653 funds tracked by Wall St. Rank hold VCIT as of Q4 2019.

Sequoia Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 6,931 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2019, an estimated $633K.
Sequoia Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and held it in 8 quarters.
Sequoia Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $633K in Q3 2019.
653 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.