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

Birchcreek 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 Q2	–	Sell	-3,611	Closed	-$291K	–	175
2024 Q1	$291K	Sell	3,611 -491	-12%	-$39.4K	0.15%	121
2023 Q4	$333K	Sell	4,102 -219	-5%	-$16.9K	0.2%	104
2023 Q3	$328K	Buy	+4,321	New	+$336K	0.22%	100
2023 Q1	–	Sell	-13,523	Closed	-$1.05M	–	141
2022 Q4	$1.05M	Sell	13,523 -4,457	-25%	-$343K	0.93%	29
2022 Q3	$1.36M	Sell	17,980 -347	-2%	-$27.8K	1.26%	20
2022 Q2	$1.47M	Sell	18,327 -4,648	-20%	-$379K	1.32%	22
2022 Q1	$1.98M	Sell	22,975 -423	-2%	-$37.5K	1.75%	17
2021 Q4	$2.17M	Sell	23,398 -2,431	-9%	-$227K	1.89%	17
2021 Q3	$2.44M	Sell	25,829 -257	-1%	-$24.5K	2.27%	10
2021 Q2	$2.48M	Sell	26,086 -490	-2%	-$46.1K	2.39%	9
2021 Q1	$2.47M	Buy	26,576 +1,611	+6%	+$153K	2.62%	8
2020 Q4	$2.42M	Buy	+24,965	New	+$2.41M	2.38%	8

Other funds holding VCIT

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Birchcreek Wealth Management's VCIT Position: Q2 2024 in Review

Birchcreek Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2024, closing a stake of 3,611 shares — an estimated $291K sold.

Birchcreek Wealth Management first reported a position in VCIT in Q4 2020 and held it in 12 quarters. The position peaked at $2.48M in Q2 2021. 1,052 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

Birchcreek Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 3,611 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2024, an estimated $291K.
Birchcreek Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 12 quarters.
Birchcreek Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.48M in Q2 2021.
1,052 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on Birchcreek Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.