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Summit Financial Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Summit Financial 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
Q3 		– Sell
-29,581
Closed -$2.41M – 138
2022
Q2 		$2.41M Sell
29,581
-1,529
-5% -$125K 0.58% 34
2022
Q1 		$2.68M Sell
31,110
-2,767
-8% -$246K 0.54% 36
2021
Q4 		$3.13M Sell
33,877
-1,222
-3% -$114K 0.6% 35
2021
Q3 		$3.31M Sell
35,099
-541
-2% -$51.6K 0.75% 32
2021
Q2 		$3.39M Buy
35,640
+637
+2% +$59.9K 0.76% 32
2021
Q1 		$3.4M Buy
35,003
+11,227
+47% +$1.07M 0.87% 29
2020
Q4 		$2.28M Sell
23,776
-489
-2% -$47.1K 0.62% 33
2020
Q3 		$2.32M Buy
24,265
+3,426
+16% +$329K 0.62% 32
2020
Q2 		$1.99M Buy
20,839
+1,189
+6% +$109K 0.53% 33
2020
Q1 		$1.71M Buy
19,650
+1,438
+8% +$131K 0.54% 34
2019
Q4 		$1.69M Buy
18,212
+598
+3% +$54.5K 0.41% 48
2019
Q3 		$1.6M Buy
17,614
+441
+3% +$39.9K 0.39% 54
2019
Q2 		$1.54M Buy
17,173
+296
+2% +$25.9K 0.38% 60
2019
Q1 		$1.46M Buy
16,877
+5,339
+46% +$453K 0.38% 57
2018
Q4 		$956K Sell
11,538
-1,267
-10% -$104K 0.31% 56
2018
Q3 		$1.06M Buy
12,805
+8,515
+198% +$713K 0.32% 59
2018
Q2 		$364K Hold
4,290
– – 0.12% 97
2018
Q1 		$364K Sell
4,290
-2,003
-32% -$171K 0.12% 99
2017
Q4 		$550K Buy
+6,293
New +$552K 0.19% 84
2015
Q4 		– Sell
-500
Closed -$42K – 211
2015
Q3 		$42K Buy
+500
New +$42.4K 0.03% 133

Other funds holding VCIT

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 $295B AUM 31.6% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Financial Wealth Advisors's VCIT Position: Q3 2022 in Review

Summit Financial Wealth Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 29,581 shares — an estimated $2.41M sold.

Summit Financial Wealth Advisors first reported a position in VCIT in Q3 2015 and held it in 20 quarters. The position peaked at $3.4M in Q1 2021. 851 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

  • Summit Financial Wealth Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 29,581 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $2.41M.
  • Summit Financial Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2015 and held it in 20 quarters.
  • Summit Financial Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.4M in Q1 2021.
  • 851 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.