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

Curi Wealth Management’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
Q3 		– Sell
-370
Closed -$30K – 669
2022
Q2 		$30K Buy
+370
New +$30.2K 0.01% 268

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Curi Wealth Management's VCIT Position: Q3 2022 in Review

Curi Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 370 shares — an estimated $30K sold.

Curi Wealth Management first reported a position in VCIT in Q2 2022 and held it in 1 quarter. The position peaked at $30K in Q2 2022. 853 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

  • Curi Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 370 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $30K.
  • Curi Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $30K in Q2 2022.
  • 853 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.