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

Transform Wealth’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
2020
Q1 		– Sell
-5,311
Closed -$485K – 236
2019
Q4 		$485K Sell
5,311
-140
-3% -$12.8K 0.08% 163
2019
Q3 		$497K Sell
5,451
-6,606
-55% -$598K 0.09% 148
2019
Q2 		$1.08M Buy
+12,057
New +$1.05M 0.16% 130

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Transform Wealth's VCIT Position: Q1 2020 in Review

Transform Wealth sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2020, closing a stake of 5,311 shares — an estimated $485K sold.

Transform Wealth first reported a position in VCIT in Q2 2019 and held it in 3 quarters. The position peaked at $1.08M in Q2 2019. 623 funds tracked by Wall St. Rank hold VCIT as of Q1 2020.

  • Transform Wealth reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Transform Wealth sold 5,311 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2020, an estimated $485K.
  • Transform Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
  • Transform Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.08M in Q2 2019.
  • 623 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2020.

Based on Transform Wealth's 13F filing for Q1 2020, filed 30 Apr 2020.