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

Executive 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 Q2	–	Sell	-9,059	Closed	-$779K	–	204
2022 Q1	$779K	Buy	9,059 +527	+6%	+$46.8K	0.08%	123
2021 Q4	$791K	Sell	8,532 -1,958	-19%	-$183K	0.08%	122
2021 Q3	$990K	Sell	10,490 -3,899	-27%	-$372K	0.11%	116
2021 Q2	$1.37M	Sell	14,389 -6,936	-33%	-$653K	0.15%	105
2021 Q1	$1.98M	Sell	21,325 -920	-4%	-$87.4K	0.23%	88
2020 Q4	$2.16M	Buy	+22,245	New	+$2.14M	0.27%	87
2019 Q3	–	Sell	-40	Closed	-$4K	–	758
2019 Q2	$4K	Buy	+40	New	+$3.5K	﹤0.01%	757

Other funds holding VCIT

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

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 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Executive Wealth Management's VCIT Position: Q2 2022 in Review

Executive Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2022, closing a stake of 9,059 shares — an estimated $779K sold.

Executive Wealth Management first reported a position in VCIT in Q2 2019 and held it in 7 quarters. The position peaked at $2.16M in Q4 2020. 864 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

Executive Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Executive Wealth Management sold 9,059 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $779K.
Executive Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2019 and held it in 7 quarters.
Executive Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.16M in Q4 2020.
864 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

Based on Executive Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.