Walled Lake Planning & Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Walled Lake Planning & Wealth Management’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	–	Sell	-4	Closed	–	–	369
2020 Q1	$0	Buy	+4	New	+$364	﹤0.01%	362

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

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Walled Lake Planning & Wealth Management's VCIT Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2020, closing a stake of 4 shares.

Walled Lake Planning & Wealth Management first reported a position in VCIT in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 689 funds tracked by Wall St. Rank hold VCIT as of Q2 2020.

Walled Lake Planning & Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 4 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2020.
Walled Lake Planning & Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
Walled Lake Planning & Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $0 in Q1 2020.
689 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.