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Axim Planning & Wealth’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-301
Closed -$23K – 157
2022
Q3 		$23K Hold
301
– – 0.02% 79
2022
Q2 		$24K Buy
+301
New +$24.6K 0.02% 68

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Axim Planning & Wealth's VCIT Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022, closing a stake of 301 shares — an estimated $23K sold.

Axim Planning & Wealth first reported a position in VCIT in Q2 2022 and held it in 2 quarters. The position peaked at $24K in Q2 2022. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 301 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $23K.
  • Axim Planning & Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $24K in Q2 2022.
  • 896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.