Adamsbrown Wealth Consultants’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Adamsbrown Wealth Consultants’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 Q3	–	Sell	-2,702	Closed	-$216K	–	88
2022 Q2	$216K	Hold	2,702	–	–	0.17%	79
2022 Q1	$232K	Sell	2,702 -19	-0.7%	-$1.69K	0.18%	78
2021 Q4	$252K	Buy	+2,721	New	+$255K	0.23%	66

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Adamsbrown Wealth Consultants's VCIT Position: Q3 2022 in Review

Adamsbrown Wealth Consultants sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 2,702 shares — an estimated $216K sold.

Adamsbrown Wealth Consultants first reported a position in VCIT in Q4 2021 and held it in 3 quarters. The position peaked at $252K in Q4 2021. 853 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

Adamsbrown Wealth Consultants reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Adamsbrown Wealth Consultants sold 2,702 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $216K.
Adamsbrown Wealth Consultants first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
Adamsbrown Wealth Consultants's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $252K in Q4 2021.
853 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Adamsbrown Wealth Consultants's 13F filing for Q3 2022, filed 27 Oct 2022.