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

Wealth Management Associates’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	-6,400	Closed	-$585K	–	149
2019 Q4	$585K	Sell	6,400 -50	-0.8%	-$4.56K	0.42%	57
2019 Q3	$588K	Hold	6,450	–	–	0.47%	51
2019 Q2	$580K	Sell	6,450 -30	-0.5%	-$2.62K	0.58%	40
2019 Q1	$563K	Hold	6,480	–	–	0.61%	40
2018 Q4	$537K	Buy	+6,480	New	+$534K	0.72%	34

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

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Management Associates's VCIT Position: Q1 2020 in Review

Wealth Management Associates sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2020, closing a stake of 6,400 shares — an estimated $585K sold.

Wealth Management Associates first reported a position in VCIT in Q4 2018 and held it in 5 quarters. The position peaked at $588K in Q3 2019. 623 funds tracked by Wall St. Rank hold VCIT as of Q1 2020.

Wealth Management Associates reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Wealth Management Associates sold 6,400 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2020, an estimated $585K.
Wealth Management Associates first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
Wealth Management Associates's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $588K in Q3 2019.
623 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2020.

Based on Wealth Management Associates's 13F filing for Q1 2020, filed 28 May 2025.