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Capstone Triton Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Capstone Triton Financial Group’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
Q4 		$910K Sell
11,334
-1,162
-9% -$94.9K 0.57% 61
2024
Q3 		$1.05M Buy
12,496
+2,172
+21% +$179K 0.67% 56
2024
Q2 		$825K Buy
10,324
+1,895
+22% +$150K 0.58% 59
2024
Q1 		$679K Buy
8,429
+328
+4% +$26.3K 0.48% 65
2023
Q4 		$658K Buy
8,101
+4,410
+119% +$341K 0.48% 61
2023
Q3 		$280K Buy
3,691
+500
+16% +$38.9K 0.21% 88
2023
Q2 		$252K Sell
3,191
-801
-20% -$63.6K 0.17% 89
2023
Q1 		$320K Buy
3,992
+384
+11% +$30.4K 0.24% 78
2022
Q4 		$280K Buy
+3,608
New +$277K 0.22% 83
2021
Q1 		– Sell
-226
Closed -$22K – 307
2020
Q4 		$22K Buy
+226
New +$21.8K 0.01% 272

Other funds holding VCIT

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Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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