Comprehensive Financial Consultants Institutional’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Comprehensive Financial Consultants Institutional’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	-10,787	Closed	-$868K	–	164
2024 Q1	$868K	Buy	+10,787	New	+$866K	0.36%	90
2022 Q1	–	Sell	-87	Closed	-$7K	–	480
2021 Q4	$7K	Buy	+87	New	+$8.14K	﹤0.01%	374

Other funds holding VCIT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Comprehensive Financial Consultants Institutional's VCIT Position: Q2 2024 in Review

Comprehensive Financial Consultants Institutional sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2024, closing a stake of 10,787 shares — an estimated $868K sold.

Comprehensive Financial Consultants Institutional first reported a position in VCIT in Q4 2021 and held it in 2 quarters. The position peaked at $868K in Q1 2024. 1,056 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

Comprehensive Financial Consultants Institutional reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 10,787 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2024, an estimated $868K.
Comprehensive Financial Consultants Institutional first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
Comprehensive Financial Consultants Institutional's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $868K in Q1 2024.
1,056 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2024, filed 17 Jul 2024.