Symphony Financial’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Symphony Financial’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
2021 Q4	–	Sell	-102,520	Closed	-$9.69M	–	189
2021 Q3	$9.69M	Sell	102,520 -4,301	-4%	-$411K	3.37%	6
2021 Q2	$10.2M	Sell	106,821 -5,350	-5%	-$503K	3.46%	6
2021 Q1	$11.2M	Buy	112,171 +50,493	+82%	+$4.8M	2.95%	11
2020 Q4	$5.98M	Buy	+61,678	New	+$5.94M	2.15%	9

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Symphony Financial's VCIT Position: Q4 2021 in Review

Symphony Financial sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2021, closing a stake of 102,520 shares — an estimated $9.69M sold.

Symphony Financial first reported a position in VCIT in Q4 2020 and held it in 4 quarters. The position peaked at $11.2M in Q1 2021. 929 funds tracked by Wall St. Rank hold VCIT as of Q4 2021.

Symphony Financial reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Symphony Financial sold 102,520 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2021, an estimated $9.69M.
Symphony Financial first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Symphony Financial's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $11.2M in Q1 2021.
929 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2021.

Based on Symphony Financial's 13F filing for Q4 2021, filed 19 Jan 2022.