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

BerganKDV 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
2023 Q2	$72.9K	Sell	922 -529	-36%	-$42K	0.01%	339
2023 Q1	$116K	Buy	1,451 +279	+24%	+$22.1K	0.01%	298
2022 Q4	$90.8K	Sell	1,172 -177	-13%	-$13.6K	0.01%	319
2022 Q3	$102K	Buy	1,349 +489	+57%	+$39.2K	0.01%	285
2022 Q2	$69K	Hold	860	–	–	0.01%	350
2022 Q1	$74K	Sell	860 -82	-9%	-$7.28K	0.01%	346
2021 Q4	$87K	Sell	942 -414	-31%	-$38.7K	0.01%	349
2021 Q3	$128K	Buy	1,356 +256	+23%	+$24.4K	0.01%	294
2021 Q2	$105K	Hold	1,100	–	–	0.01%	307
2021 Q1	$102K	Sell	1,100 -258	-19%	-$24.5K	0.01%	296
2020 Q4	$132K	Buy	1,358 +395	+41%	+$38.1K	0.02%	254
2020 Q3	$92K	Buy	+963	New	+$92.6K	0.01%	268
2019 Q2	–	Sell	-36	Closed	-$3K	–	773
2019 Q1	$3K	Buy	36 +21	+140%	+$1.78K	﹤0.01%	643
2018 Q4	$1K	Buy	+15	New	+$1.24K	﹤0.01%	684

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 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

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

BerganKDV Wealth Management's VCIT Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 36% in Q2 2023, selling an estimated $42K and leaving 922 shares worth $72.9K. The position accounts for 0.01% of the portfolio, ranked #339.

BerganKDV Wealth Management first reported a position in VCIT in Q4 2018 and has held it in 14 quarters since. The position peaked at $132K in Q4 2020. 934 funds tracked by Wall St. Rank hold VCIT as of Q2 2023.

BerganKDV Wealth Management held 922 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $72.9K as of Q2 2023.
BerganKDV Wealth Management sold 529 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2023, an estimated $42K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #339 holding.
BerganKDV Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and has held it in 14 quarters since.
BerganKDV Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $132K in Q4 2020.
934 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.