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Wealthspan Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Wealthspan Partners’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
Q2 		– Sell
-4,094
Closed -$352K – 71
2022
Q1 		$352K Sell
4,094
-19,320
-83% -$1.71M 0.32% 52
2021
Q4 		$2.17M Buy
+23,414
New +$2.19M 1.92% 12

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Fisher Asset Management
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspan Partners's VCIT Position: Q2 2022 in Review

Wealthspan Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2022, closing a stake of 4,094 shares — an estimated $352K sold.

Wealthspan Partners first reported a position in VCIT in Q4 2021 and held it in 2 quarters. The position peaked at $2.17M in Q4 2021. 864 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

  • Wealthspan Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Wealthspan Partners sold 4,094 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $352K.
  • Wealthspan Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Wealthspan Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.17M in Q4 2021.
  • 864 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

Based on Wealthspan Partners's 13F filing for Q2 2022, filed 11 Aug 2022.