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

Altium 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	$26.3M	Sell	328,349 -45,230	-12%	-$3.69M	1.89%	12
2022 Q1	$32.1M	Sell	373,579 -81,787	-18%	-$7.26M	2.07%	13
2021 Q4	$42.2M	Buy	455,366 +15,659	+4%	+$1.47M	2.72%	8
2021 Q3	$41.5M	Buy	439,707 +21,701	+5%	+$2.07M	2.97%	7
2021 Q2	$39.7M	Buy	418,006 +22,397	+6%	+$2.11M	2.91%	7
2021 Q1	$36.8M	Buy	395,609 +38,726	+11%	+$3.68M	2.95%	7
2020 Q4	$34.7M	Buy	356,883 +36,184	+11%	+$3.49M	3.06%	8
2020 Q3	$30.7M	Buy	320,699 +14,711	+5%	+$1.41M	3.19%	7
2020 Q2	$29.1M	Sell	305,988 -11,776	-4%	-$1.08M	3.27%	6
2020 Q1	$27.7M	Buy	317,764 +21,267	+7%	+$1.93M	3.79%	6
2019 Q4	$27.1M	Buy	296,497 +34,098	+13%	+$3.11M	3.24%	6
2019 Q3	$23.9M	Buy	262,399 +25,333	+11%	+$2.29M	3.23%	8
2019 Q2	$21.3M	Buy	237,066 +31,400	+15%	+$2.75M	3.09%	8
2019 Q1	$17.9M	Buy	205,666 +15,734	+8%	+$1.33M	2.85%	10
2018 Q4	$15.7M	Buy	189,932 +30,913	+19%	+$2.55M	3.01%	9
2018 Q3	$13.3M	Buy	159,019 +53,972	+51%	+$4.52M	2.55%	8
2018 Q2	$8.77M	Buy	105,047 +47,606	+83%	+$3.98M	2.34%	9
2018 Q1	$4.87M	Buy	57,441 +25,209	+78%	+$2.15M	1.92%	12
2017 Q4	$2.82M	Buy	+32,232	New	+$2.83M	1.29%	19

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

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

Altium Wealth Management reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 12% in Q2 2022, selling an estimated $3.69M and leaving 328,349 shares worth $26.3M. The position accounts for 1.89% of the portfolio, ranked #12.

Altium Wealth Management first reported a position in VCIT in Q4 2017 and has held it in 19 quarters since. The position peaked at $42.2M in Q4 2021. 863 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

Altium Wealth Management held 328,349 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $26.3M as of Q2 2022.
Altium Wealth Management sold 45,230 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $3.69M.
Vanguard Intermediate-Term Corporate Bond ETF made up 1.89% of Altium Wealth Management's portfolio in Q2 2022, its #12 holding.
Altium Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $42.2M in Q4 2021.
863 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.