Values First Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Values First 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 Q1	–	Sell	-237	Closed	-$22K	–	177
2021 Q4	$22K	Sell	237 -81	-25%	-$7.58K	0.01%	167
2021 Q3	$30K	Sell	318 -12,864	-98%	-$1.23M	0.02%	143
2021 Q2	$1.25M	Buy	13,182 +682	+5%	+$64.2K	0.85%	39
2021 Q1	$1.16M	Sell	12,500 -7	-0.1%	-$665	0.86%	45
2020 Q4	$1.22M	Buy	12,507 +1,358	+12%	+$131K	0.97%	39
2020 Q3	$1.07M	Buy	11,149 +288	+3%	+$27.7K	0.98%	39
2020 Q2	$1.03M	Buy	10,861 +78	+0.7%	+$7.18K	1.02%	40
2020 Q1	$939K	Sell	10,783 -1,359	-11%	-$124K	1.13%	38
2019 Q4	$1.11M	Buy	+12,142	New	+$1.11M	1.07%	41

Other funds holding VCIT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

MYLI

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

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

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

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

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

Values First Advisors's VCIT Position: Q1 2022 in Review

Values First Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2022, closing a stake of 237 shares — an estimated $22K sold.

Values First Advisors first reported a position in VCIT in Q4 2019 and held it in 9 quarters. The position peaked at $1.25M in Q2 2021. 897 funds tracked by Wall St. Rank hold VCIT as of Q1 2022.

Values First Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Values First Advisors sold 237 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2022, an estimated $22K.
Values First Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Values First Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.25M in Q2 2021.
897 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2022.

Based on Values First Advisors's 13F filing for Q1 2022, filed 3 May 2022.