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

Evoke Wealth’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	–	Sell	-2,951	Closed	-$247K	–	458
2024 Q3	$247K	Buy	+2,951	New	+$243K	0.01%	362
2023 Q4	–	Sell	-11,324	Closed	-$860K	–	336
2023 Q3	$860K	Buy	+11,324	New	+$881K	0.03%	189
2022 Q4	–	Sell	-222	Closed	-$17K	–	1106
2022 Q3	$17K	Hold	222	–	–	﹤0.01%	671
2022 Q2	$18K	Hold	222	–	–	﹤0.01%	674
2022 Q1	$19K	Hold	222	–	–	﹤0.01%	664
2021 Q4	$21K	Buy	222 +190	+594%	+$17.8K	﹤0.01%	673
2021 Q3	$3K	Hold	32	–	–	﹤0.01%	972
2021 Q2	$3K	Buy	+32	New	+$3.01K	﹤0.01%	1010
2021 Q1	–	Sell	-449	Closed	-$44K	–	1210
2020 Q4	$44K	Hold	449	–	–	﹤0.01%	390
2020 Q3	$43K	Hold	449	–	–	﹤0.01%	382
2020 Q2	$43K	Buy	+449	New	+$41.3K	﹤0.01%	366

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evoke Wealth's VCIT Position: Q4 2024 in Review

Evoke Wealth sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 2,951 shares — an estimated $247K sold.

Evoke Wealth first reported a position in VCIT in Q2 2020 and held it in 11 quarters. The position peaked at $860K in Q3 2023. 1,179 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

Evoke Wealth reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Evoke Wealth sold 2,951 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $247K.
Evoke Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2020 and held it in 11 quarters.
Evoke Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $860K in Q3 2023.
1,179 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Evoke Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.