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

Bison 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
2024 Q3	–	Sell	-5,462	Closed	-$440K	–	485
2024 Q2	$440K	Hold	5,462	–	–	0.07%	263
2024 Q1	$440K	Buy	+5,462	New	+$438K	0.07%	263
2021 Q4	–	Sell	-370	Closed	-$35K	–	470
2021 Q3	$35K	Sell	370 -503	-58%	-$48K	0.02%	343
2021 Q2	$83K	Hold	873	–	–	0.04%	291
2021 Q1	$81K	Buy	873 +50	+6%	+$4.75K	0.03%	294
2020 Q4	$80K	Buy	823 +126	+18%	+$12.1K	0.04%	271
2020 Q3	$67K	Buy	697 +111	+19%	+$10.7K	0.04%	240
2020 Q2	$56K	Buy	586 +282	+93%	+$25.9K	0.04%	250
2020 Q1	$26K	Sell	304 -511	-63%	-$46.5K	0.02%	264
2019 Q4	$74K	Buy	+815	New	+$74.3K	0.04%	280

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

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

JSTA

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

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

Bison Wealth's VCIT Position: Q3 2024 in Review

Bison Wealth sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2024, closing a stake of 5,462 shares — an estimated $440K sold.

Bison Wealth first reported a position in VCIT in Q4 2019 and held it in 10 quarters. The position peaked at $440K in Q2 2024. 1,080 funds tracked by Wall St. Rank hold VCIT as of Q3 2024.

Bison Wealth reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Bison Wealth sold 5,462 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2024, an estimated $440K.
Bison Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
Bison Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $440K in Q2 2024.
1,080 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.