TRUE Private Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

TRUE Private 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	-30,312	Closed	-$2.42M	–	240
2022 Q2	$2.42M	Buy	30,312 +65	+0.2%	+$5.31K	0.35%	49
2022 Q1	$2.48M	Sell	30,247 -5,310	-15%	-$471K	0.35%	52
2021 Q4	$3.3M	Buy	35,557 +3,378	+10%	+$316K	0.47%	40
2021 Q3	$3.04M	Buy	32,179 +877	+3%	+$83.7K	0.44%	41
2021 Q2	$2.98M	Buy	31,302 +1,324	+4%	+$125K	0.44%	43
2021 Q1	$2.79M	Buy	29,978 +4,113	+16%	+$391K	0.45%	41
2020 Q4	$2.51M	Sell	25,865 -1,906	-7%	-$184K	0.42%	39
2020 Q3	$2.66M	Buy	27,771 +1,806	+7%	+$174K	0.45%	33
2020 Q2	$2.47M	Buy	25,965 +1,753	+7%	+$161K	0.45%	41
2020 Q1	$2.11M	Sell	24,212 -1,211	-5%	-$110K	0.45%	42
2019 Q4	$2.32M	Buy	25,423 +598	+2%	+$54.5K	0.36%	42
2019 Q3	$2.27M	Buy	24,825 +2,161	+10%	+$196K	0.39%	37
2019 Q2	$2.04M	Buy	22,664 +13,966	+161%	+$1.22M	0.35%	42
2019 Q1	$755K	Buy	8,698 +208	+2%	+$17.6K	0.14%	92
2018 Q4	$703K	Buy	+8,490	New	+$700K	0.12%	111

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TRUE Private Wealth Advisors's VCIT Position: Q3 2022 in Review

TRUE Private Wealth Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 30,312 shares — an estimated $2.42M sold.

TRUE Private Wealth Advisors first reported a position in VCIT in Q4 2018 and held it in 15 quarters. The position peaked at $3.3M in Q4 2021. 853 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

TRUE Private Wealth Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 30,312 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $2.42M.
TRUE Private Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and held it in 15 quarters.
TRUE Private Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.3M in Q4 2021.
853 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.