Wealthspire Advisors (Maryland)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-793	Closed	-$69K	–	1971
2019 Q1	$69K	Sell	793 -355	-31%	-$30.1K	0.01%	780
2018 Q4	$95K	Buy	1,148 +6	+0.5%	+$495	0.01%	620
2018 Q3	$95K	Buy	1,142 +5	+0.4%	+$419	0.01%	711
2018 Q2	$95K	Buy	1,137 +5	+0.4%	+$418	0.01%	727
2018 Q1	$96K	Buy	1,132 +65	+6%	+$5.55K	0.01%	732
2017 Q4	$93K	Buy	1,067 +144	+16%	+$12.6K	0.01%	740
2017 Q3	$81K	Buy	923 +6	+0.7%	+$528	0.01%	793
2017 Q2	$80K	Buy	917 +399	+77%	+$34.8K	0.01%	783
2017 Q1	$45K	Buy	518 +151	+41%	+$13K	0.01%	832
2016 Q4	$31K	Sell	367 -25	-6%	-$2.17K	﹤0.01%	901
2016 Q3	$35K	Buy	392 +25	+7%	+$2.24K	0.01%	883
2016 Q2	$33K	Buy	+367	New	+$32.2K	0.01%	832

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VCIT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2019, closing a stake of 793 shares — an estimated $69K sold.

Wealthspire Advisors (Maryland) first reported a position in VCIT in Q2 2016 and held it in 12 quarters. The position peaked at $96K in Q1 2018. 551 funds tracked by Wall St. Rank hold VCIT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 793 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2019, an estimated $69K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2016 and held it in 12 quarters.
Wealthspire Advisors (Maryland)'s Vanguard Intermediate-Term Corporate Bond ETF position peaked at $96K in Q1 2018.
551 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.