Western Financial Corp’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Western Financial Corp’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	-3,133	Closed	-$291K	–	109
2021 Q4	$291K	Buy	3,133 +132	+4%	+$12.4K	0.15%	76
2021 Q3	$283K	Buy	3,001 +528	+21%	+$50.4K	0.17%	78
2021 Q2	$235K	Buy	+2,473	New	+$233K	0.13%	83

Other funds holding VCIT

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Western Financial Corp's VCIT Position: Q1 2022 in Review

Western Financial Corp sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2022, closing a stake of 3,133 shares — an estimated $291K sold.

Western Financial Corp first reported a position in VCIT in Q2 2021 and held it in 3 quarters. The position peaked at $291K in Q4 2021. 897 funds tracked by Wall St. Rank hold VCIT as of Q1 2022.

Western Financial Corp reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Western Financial Corp sold 3,133 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2022, an estimated $291K.
Western Financial Corp first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2021 and held it in 3 quarters.
Western Financial Corp's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $291K in Q4 2021.
897 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2022.

Based on Western Financial Corp's 13F filing for Q1 2022, filed 22 Apr 2022.