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

Fingerlakes 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
2024 Q3	–	Sell	-3,859	Closed	-$308K	–	92
2024 Q2	$308K	Buy	3,859 +18	+0.5%	+$1.43K	0.28%	68
2024 Q1	$309K	Buy	3,841 +12	+0.3%	+$963	0.3%	68
2023 Q4	$311K	Buy	3,829 +23	+0.6%	+$1.78K	0.33%	67
2023 Q3	$289K	Sell	3,806 -1,694	-31%	-$132K	0.35%	68
2023 Q2	$435K	Sell	5,500 -358	-6%	-$28.4K	0.5%	55
2023 Q1	$470K	Sell	5,858 -291	-5%	-$23.1K	0.59%	48
2022 Q4	$477K	Sell	6,149 -223	-3%	-$17.1K	0.66%	44
2022 Q3	$482K	Sell	6,372 -183	-3%	-$14.7K	0.7%	42
2022 Q2	$525K	Sell	6,555 -957	-13%	-$78.1K	0.72%	41
2022 Q1	$646K	Sell	7,512 -116	-2%	-$10.3K	0.76%	37
2021 Q4	$726K	Buy	+7,628	New	+$714K	0.82%	34

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

Fingerlakes Wealth Management's VCIT Position: Q3 2024 in Review

Fingerlakes Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2024, closing a stake of 3,859 shares — an estimated $308K sold.

Fingerlakes Wealth Management first reported a position in VCIT in Q4 2021 and held it in 11 quarters. The position peaked at $726K in Q4 2021. 1,084 funds tracked by Wall St. Rank hold VCIT as of Q3 2024.

Fingerlakes Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Fingerlakes Wealth Management sold 3,859 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2024, an estimated $308K.
Fingerlakes Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 11 quarters.
Fingerlakes Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $726K in Q4 2021.
1,084 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2024.

Based on Fingerlakes Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.