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

FirstPurpose 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 Q1	$602K	Buy	7,646 +1,428	+23%	+$115K	0.22%	83
2023 Q4	$505K	Buy	6,218 +614	+11%	+$47.4K	0.19%	90
2023 Q3	$426K	Buy	5,604 +199	+4%	+$15.5K	0.18%	97
2023 Q2	$427K	Sell	5,405 -218	-4%	-$17.3K	0.18%	97
2023 Q1	$451K	Buy	5,623 +1,514	+37%	+$120K	0.22%	81
2022 Q4	$318K	Sell	4,109 -836	-17%	-$64.3K	0.18%	106
2022 Q3	$374K	Buy	4,945 +224	+5%	+$17.9K	0.25%	75
2022 Q2	$378K	Sell	4,721 -1,182	-20%	-$96.5K	0.25%	72
2022 Q1	$508K	Sell	5,903 -3,917	-40%	-$348K	0.4%	52
2021 Q4	$911K	Buy	+9,820	New	+$919K	0.57%	30

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 $5.29B AUM 8.96% 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

FirstPurpose Wealth's VCIT Position: Q1 2024 in Review

FirstPurpose Wealth increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 23% in Q1 2024, buying an estimated $115K and bringing the position to 7,646 shares worth $602K. The position accounts for 0.22% of the portfolio, ranked #83.

FirstPurpose Wealth first reported a position in VCIT in Q4 2021 and has held it in 10 quarters since. The position peaked at $911K in Q4 2021. 1,047 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

FirstPurpose Wealth held 7,646 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $602K as of Q1 2024.
FirstPurpose Wealth bought 1,428 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $115K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.22% of FirstPurpose Wealth's portfolio in Q1 2024, its #83 holding.
FirstPurpose Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $911K in Q4 2021.
1,047 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.