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Westbourne Investment Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Westbourne Investment Advisors’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
Q1 		– Sell
-2,675
Closed -$248K – 101
2021
Q4 		$248K Sell
2,675
-2,200
-45% -$206K 0.1% 91
2021
Q3 		$460K Sell
4,875
-320
-6% -$30.6K 0.21% 61
2021
Q2 		$494K Hold
5,195
– – 0.22% 58
2021
Q1 		$483K Sell
5,195
-660
-11% -$62.7K 0.24% 58
2020
Q4 		$569K Buy
+5,855
New +$564K 0.33% 51
2020
Q2 		– Sell
-7,955
Closed -$693K – 81
2020
Q1 		$693K Sell
7,955
-3,050
-28% -$277K 0.64% 43
2019
Q4 		$1M Sell
11,005
-540
-5% -$49.2K 0.68% 41
2019
Q3 		$1.05M Sell
11,545
-125
-1% -$11.3K 0.79% 40
2019
Q2 		$1.05M Sell
11,670
-600
-5% -$52.5K 0.85% 34
2019
Q1 		$1.07M Sell
12,270
-200
-2% -$17K 0.82% 37
2018
Q4 		$1.03M Buy
12,470
+200
+2% +$16.5K 0.89% 36
2018
Q3 		$1.02M Sell
12,270
-825
-6% -$69.1K 0.74% 40
2018
Q2 		$1.09M Sell
13,095
-60
-0.5% -$5.02K 0.94% 36
2018
Q1 		$1.12M Sell
13,155
-850
-6% -$72.6K 0.89% 38
2017
Q4 		$1.22M Buy
14,005
+365
+3% +$32K 0.93% 35
2017
Q3 		$1.2M Sell
13,640
-850
-6% -$74.8K 0.94% 37
2017
Q2 		$1.27M Buy
14,490
+135
+0.9% +$11.8K 1.03% 32
2017
Q1 		$1.24M Buy
14,355
+2,695
+23% +$232K 1.02% 32
2016
Q4 		$999K Sell
11,660
-800
-6% -$69.6K 0.87% 40
2016
Q3 		$1.12M Buy
12,460
+200
+2% +$17.9K 0.99% 36
2016
Q2 		$1.1M Buy
12,260
+1,750
+17% +$153K 0.99% 34
2016
Q1 		$914K Sell
10,510
-200
-2% -$17K 0.87% 40
2015
Q4 		$901K Hold
10,710
– – 0.87% 41
2015
Q3 		$915K Sell
10,710
-200
-2% -$17K 0.92% 34
2015
Q2 		$931K Buy
+10,910
New +$944K 0.85% 42

Other funds holding VCIT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Westbourne Investment Advisors's VCIT Position: Q1 2022 in Review

Westbourne Investment Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2022, closing a stake of 2,675 shares — an estimated $248K sold.

Westbourne Investment Advisors first reported a position in VCIT in Q2 2015 and held it in 25 quarters. The position peaked at $1.27M in Q2 2017. 897 funds tracked by Wall St. Rank hold VCIT as of Q1 2022.

  • Westbourne Investment Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Westbourne Investment Advisors sold 2,675 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2022, an estimated $248K.
  • Westbourne Investment Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2015 and held it in 25 quarters.
  • Westbourne Investment Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.27M in Q2 2017.
  • 897 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2022.

Based on Westbourne Investment Advisors's 13F filing for Q1 2022, filed 15 Jun 2022.