Capital Planning’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Capital Planning’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 Q2	–	Sell	-4,520	Closed	-$389K	–	68
2022 Q1	$389K	Hold	4,520	–	–	0.15%	51
2021 Q4	$419K	Sell	4,520 -65	-1%	-$6.08K	0.16%	57
2021 Q3	$433K	Hold	4,585	–	–	0.18%	54
2021 Q2	$436K	Sell	4,585 -295	-6%	-$27.8K	0.19%	53
2021 Q1	$454K	Sell	4,880 -5,491	-53%	-$522K	0.2%	47
2020 Q4	$1.01M	Buy	+10,371	New	+$999K	0.47%	37

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Planning's VCIT Position: Q2 2022 in Review

Capital Planning sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2022, closing a stake of 4,520 shares — an estimated $389K sold.

Capital Planning first reported a position in VCIT in Q4 2020 and held it in 6 quarters. The position peaked at $1.01M in Q4 2020. 864 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

Capital Planning reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Capital Planning sold 4,520 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $389K.
Capital Planning first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Capital Planning's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.01M in Q4 2020.
864 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

Based on Capital Planning's 13F filing for Q2 2022, filed 22 Jul 2022.