SHJ
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Sharkey, Howes & Javer’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Sharkey, Howes & Javer’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
2018
Q1 		– Sell
-111
Closed -$10K – 240
2017
Q4 		$10K Buy
+111
New +$9.73K 0.01% 150

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Sharkey, Howes & Javer's VCIT Position: Q1 2018 in Review

Sharkey, Howes & Javer sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2018, closing a stake of 111 shares — an estimated $10K sold.

Sharkey, Howes & Javer first reported a position in VCIT in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 479 funds tracked by Wall St. Rank hold VCIT as of Q1 2018.

  • Sharkey, Howes & Javer reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 111 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2018, an estimated $10K.
  • Sharkey, Howes & Javer first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $10K in Q4 2017.
  • 479 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2018.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2018, filed 26 Apr 2018.