9258 Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

9258 Wealth Management’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	-2,682	Closed	-$231K	–	360
2022 Q1	$231K	Sell	2,682 -1,101	-29%	-$97.7K	0.05%	326
2021 Q4	$351K	Buy	3,783 +844	+29%	+$79K	0.08%	256
2021 Q3	$277K	Buy	2,939 +726	+33%	+$69.3K	0.07%	277
2021 Q2	$210K	Buy	+2,213	New	+$208K	0.06%	324
2021 Q1	–	Sell	-2,114	Closed	-$205K	–	340
2020 Q4	$205K	Buy	+2,114	New	+$204K	0.07%	287

Other funds holding VCIT

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $171B AUM 24.68% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

9258 Wealth Management's VCIT Position: Q2 2022 in Review

9258 Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2022, closing a stake of 2,682 shares — an estimated $231K sold.

9258 Wealth Management first reported a position in VCIT in Q4 2020 and held it in 5 quarters. The position peaked at $351K in Q4 2021. 864 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

9258 Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
9258 Wealth Management sold 2,682 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $231K.
9258 Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
9258 Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $351K in Q4 2021.
864 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

Based on 9258 Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.