TrueWealth LLC’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

TrueWealth LLC’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 Q2	$1.11M	Sell	11,716 -878	-7%	-$80.8K	0.47%	38
2020 Q1	$1.1M	Buy	12,594 +9,653	+328%	+$878K	0.53%	39
2019 Q4	$269K	Hold	2,941	–	–	0.11%	110
2019 Q3	$268K	Hold	2,941	–	–	0.12%	107
2019 Q2	$264K	Hold	2,941	–	–	0.12%	106
2019 Q1	$255K	Buy	2,941 +885	+43%	+$75K	0.12%	109
2018 Q4	$170K	Buy	2,056 +5	+0.2%	+$412	0.09%	140
2018 Q3	$171K	Buy	2,051 +6	+0.3%	+$503	0.08%	151
2018 Q2	$171K	Buy	2,045 +6	+0.3%	+$502	0.08%	147
2018 Q1	$173K	Buy	2,039 +6	+0.3%	+$513	0.09%	138
2017 Q4	$178K	Buy	+2,033	New	+$178K	0.08%	146

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

TrueWealth LLC's VCIT Position: Q2 2020 in Review

TrueWealth LLC reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 7% in Q2 2020, selling an estimated $80.8K and leaving 11,716 shares worth $1.11M. The position accounts for 0.47% of the portfolio, ranked #38.

TrueWealth LLC first reported a position in VCIT in Q4 2017 and has held it in 11 quarters since. 689 funds tracked by Wall St. Rank hold VCIT as of Q2 2020.

TrueWealth LLC held 11,716 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.11M as of Q2 2020.
TrueWealth LLC sold 878 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2020, an estimated $80.8K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.47% of TrueWealth LLC's portfolio in Q2 2020, its #38 holding.
TrueWealth LLC first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and has held it in 11 quarters since.
689 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.