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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 – 774
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return