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

Carmel Capital Partners’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
Q1 		– Sell
-8,083
Closed -$657K – 169
2023
Q4 		$657K Buy
8,083
+7,492
+1,268% +$579K 0.34% 63
2023
Q3 		$44.9K Hold
591
– – 0.02% 250
2023
Q2 		$46.7K Hold
591
– – 0.02% 206
2023
Q1 		$47.4K Buy
+591
New +$46.8K 0.03% 244

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carmel Capital Partners's VCIT Position: Q1 2024 in Review

Carmel Capital Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2024, closing a stake of 8,083 shares — an estimated $657K sold.

Carmel Capital Partners first reported a position in VCIT in Q1 2023 and held it in 4 quarters. The position peaked at $657K in Q4 2023. 1,046 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

  • Carmel Capital Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Carmel Capital Partners sold 8,083 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $657K.
  • Carmel Capital Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2023 and held it in 4 quarters.
  • Carmel Capital Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $657K in Q4 2023.
  • 1,046 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on Carmel Capital Partners's 13F filing for Q1 2024, filed 25 Apr 2024.