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

Foresight 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 Q3	–	Sell	-2,784	Closed	-$223K	–	122
2022 Q2	$223K	Buy	2,784 +159	+6%	+$13K	0.05%	93
2022 Q1	$226K	Sell	2,625 -405	-13%	-$35.9K	0.04%	91
2021 Q4	$281K	Buy	3,030 +28	+0.9%	+$2.62K	﹤0.01%	102
2021 Q3	$283K	Sell	3,002 -70	-2%	-$6.68K	0.06%	97
2021 Q2	$292K	Sell	3,072 -15	-0.5%	-$1.41K	0.06%	100
2021 Q1	$287K	Sell	3,087 -1,275	-29%	-$121K	0.07%	92
2020 Q4	$424K	Sell	4,362 -15	-0.3%	-$1.45K	0.11%	74
2020 Q3	$419K	Sell	4,377 -9,380	-68%	-$902K	0.14%	61
2020 Q2	$1.31M	Sell	13,757 -13,924	-50%	-$1.28M	0.6%	28
2020 Q1	$2.41M	Buy	27,681 +10,247	+59%	+$932K	1.66%	14
2019 Q4	$1.59M	Sell	17,434 -1,140	-6%	-$104K	0.98%	24
2019 Q3	$1.7M	Buy	18,574 +8,503	+84%	+$770K	1.22%	23
2019 Q2	$905K	Buy	10,071 +3,359	+50%	+$294K	0.68%	35
2019 Q1	$583K	Sell	6,712 -1,705	-20%	-$145K	0.51%	50
2018 Q4	$697K	Buy	+8,417	New	+$694K	0.74%	40

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Foresight Wealth Management's VCIT Position: Q3 2022 in Review

Foresight Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 2,784 shares — an estimated $223K sold.

Foresight Wealth Management first reported a position in VCIT in Q4 2018 and held it in 15 quarters. The position peaked at $2.41M in Q1 2020. 853 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

Foresight Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Foresight Wealth Management sold 2,784 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $223K.
Foresight Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and held it in 15 quarters.
Foresight Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.41M in Q1 2020.
853 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Foresight Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.