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

Avaii 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
2024 Q4	–	Sell	-5,282	Closed	-$442K	–	145
2024 Q3	$442K	Sell	5,282 -7,652	-59%	-$629K	0.22%	63
2024 Q2	$1.03M	Sell	12,934 -128	-1%	-$10.2K	0.57%	29
2024 Q1	$1.05M	Sell	13,062 -239	-2%	-$19.2K	0.62%	32
2023 Q4	$1.08M	Sell	13,301 -778	-6%	-$60.1K	0.7%	27
2023 Q3	$1.07M	Buy	14,079 +2,252	+19%	+$175K	0.81%	23
2023 Q2	$935K	Buy	11,827 +1,953	+20%	+$155K	0.72%	32
2023 Q1	$792K	Buy	9,874 +2,916	+42%	+$231K	0.69%	33
2022 Q4	$539K	Buy	6,958 +1,636	+31%	+$126K	0.48%	49
2022 Q3	$402K	Buy	5,322 +679	+15%	+$54.4K	0.42%	56
2022 Q2	$372K	Sell	4,643 -196	-4%	-$16K	0.4%	51
2022 Q1	$416K	Buy	+4,839	New	+$429K	0.38%	49

Other funds holding VCIT

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avaii Wealth Management's VCIT Position: Q4 2024 in Review

Avaii Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 5,282 shares — an estimated $442K sold.

Avaii Wealth Management first reported a position in VCIT in Q1 2022 and held it in 11 quarters. The position peaked at $1.08M in Q4 2023. 1,179 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

Avaii Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Avaii Wealth Management sold 5,282 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $442K.
Avaii Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2022 and held it in 11 quarters.
Avaii Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.08M in Q4 2023.
1,179 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Avaii Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.