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

DB Wealth Management 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
2023 Q4	$505K	Buy	6,218 +3,368	+118%	+$260K	0.29%	59
2023 Q3	$217K	Buy	2,850 +2,828	+12,855%	+$220K	0.14%	85
2023 Q2	$1.74K	Hold	22	–	–	﹤0.01%	339
2023 Q1	$1.76K	Buy	22 +15	+214%	+$1.19K	﹤0.01%	335
2022 Q4	$543	Buy	+7	New	+$538	﹤0.01%	343
2022 Q2	–	Sell	-457	Closed	-$39K	–	326
2022 Q1	$39K	Hold	457	–	–	0.02%	189
2021 Q4	$42K	Hold	457	–	–	0.02%	176
2021 Q3	$43K	Sell	457 -473	-51%	-$45.2K	0.03%	172
2021 Q2	$88K	Hold	930	–	–	0.06%	126
2021 Q1	$87K	Buy	930 +7	+0.8%	+$665	0.06%	123
2020 Q4	$90K	Buy	+923	New	+$88.9K	0.07%	115

Other funds holding VCIT

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DB Wealth Management Group's VCIT Position: Q4 2023 in Review

DB Wealth Management Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 118% in Q4 2023, buying an estimated $260K and bringing the position to 6,218 shares worth $505K. The position accounts for 0.29% of the portfolio, ranked #59.

DB Wealth Management Group first reported a position in VCIT in Q4 2020 and has held it in 11 quarters since. 1,041 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

DB Wealth Management Group held 6,218 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $505K as of Q4 2023.
DB Wealth Management Group bought 3,368 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2023, an estimated $260K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.29% of DB Wealth Management Group's portfolio in Q4 2023, its #59 holding.
DB Wealth Management Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 11 quarters since.
1,041 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.