Financial Advisory Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Financial Advisory 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
2024 Q1	$1.01M	Sell	12,508 -9,522	-43%	-$764K	0.18%	46
2023 Q4	$1.79M	Sell	22,030 -5,900	-21%	-$456K	0.34%	36
2023 Q3	$2.12M	Sell	27,930 -15,959	-36%	-$1.24M	0.44%	36
2023 Q2	$3.47M	Sell	43,889 -18,527	-30%	-$1.47M	0.69%	20
2023 Q1	$5.01M	Sell	62,416 -39,672	-39%	-$3.14M	1.01%	20
2022 Q4	$7.91M	Buy	102,088 +40,758	+66%	+$3.13M	1.68%	16
2022 Q3	$4.64M	Buy	61,330 +38,375	+167%	+$3.08M	1.05%	20
2022 Q2	$1.84M	Buy	+22,955	New	+$1.87M	0.39%	35

Other funds holding VCIT

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

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

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

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

JSTA

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

Financial Advisory Group's VCIT Position: Q1 2024 in Review

Financial Advisory Group reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 43% in Q1 2024, selling an estimated $764K and leaving 12,508 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #46.

Financial Advisory Group first reported a position in VCIT in Q2 2022 and has held it in 8 quarters since. The position peaked at $7.91M in Q4 2022. 1,046 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

Financial Advisory Group held 12,508 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.01M as of Q1 2024.
Financial Advisory Group sold 9,522 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $764K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.18% of Financial Advisory Group's portfolio in Q1 2024, its #46 holding.
Financial Advisory Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2022 and has held it in 8 quarters since.
Financial Advisory Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $7.91M in Q4 2022.
1,046 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.