55I LLC’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

55I LLC’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	-3,768	Closed	-$324K	–	702
2022 Q1	$324K	Sell	3,768 -8,141	-68%	-$723K	0.01%	415
2021 Q4	$1.1M	Sell	11,909 -6,360	-35%	-$595K	0.03%	235
2021 Q3	$1.73M	Buy	18,269 +5,534	+43%	+$528K	0.05%	180
2021 Q2	$1.21M	Buy	12,735 +1,234	+11%	+$116K	0.04%	174
2021 Q1	$1.07M	Sell	11,501 -512	-4%	-$48.7K	0.05%	161
2020 Q4	$1.17M	Sell	12,013 -5,488	-31%	-$529K	0.09%	114
2020 Q3	$1.68M	Buy	17,501 +461	+3%	+$44.3K	0.15%	99
2020 Q2	$1.62M	Sell	17,040 -2,003	-11%	-$184K	0.24%	85
2020 Q1	$1.73M	Buy	19,043 +16,328	+601%	+$1.49M	0.5%	52
2019 Q4	$248K	Buy	+2,715	New	+$248K	0.11%	124

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

55I LLC's VCIT Position: Q2 2022 in Review

55I LLC sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2022, closing a stake of 3,768 shares — an estimated $324K sold.

55I LLC first reported a position in VCIT in Q4 2019 and held it in 10 quarters. The position peaked at $1.73M in Q1 2020. 863 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

55I LLC reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
55I LLC sold 3,768 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $324K.
55I LLC first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
55I LLC's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.73M in Q1 2020.
863 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

Based on 55I LLC's 13F filing for Q2 2022, filed 12 Aug 2022.