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	–	764
2019 Q2	$4K	Buy	+40	New	+$3.5K	﹤0.01%	757

Other funds holding VCIT

Bank of America

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

Fisher Asset Management

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

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning

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

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return