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

WealthStone’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
2021 Q1	$9.7M	Buy	104,260 +6,868	+7%	+$653K	3.38%	6
2020 Q4	$9.46M	Buy	97,392 +9,408	+11%	+$906K	3.36%	8
2020 Q3	$8.43M	Buy	87,984 +10,260	+13%	+$987K	3.85%	7
2020 Q2	$7.39M	Buy	77,724 +22,759	+41%	+$2.09M	3.53%	6
2020 Q1	$4.79M	Buy	54,965 +354	+0.6%	+$32.2K	4.81%	7
2019 Q4	$4.99M	Buy	54,611 +606	+1%	+$55.3K	2.95%	9
2019 Q3	$4.93M	Buy	+54,005	New	+$4.89M	2.62%	11
2019 Q2	–	Hold	0	–	–	–	9

Other funds holding VCIT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

WealthStone's VCIT Position: Q1 2021 in Review

WealthStone increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 7.1% in Q1 2021, buying an estimated $653K and bringing the position to 104,260 shares worth $9.7M. The position accounts for 3.38% of the portfolio, ranked #6.

WealthStone first reported a position in VCIT in Q3 2019 and has held it in 7 quarters since. 813 funds tracked by Wall St. Rank hold VCIT as of Q1 2021.

WealthStone held 104,260 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $9.7M as of Q1 2021.
WealthStone bought 6,868 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2021, an estimated $653K.
Vanguard Intermediate-Term Corporate Bond ETF made up 3.38% of WealthStone's portfolio in Q1 2021, its #6 holding.
WealthStone first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2019 and has held it in 7 quarters since.
813 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.