Goelzer Investment Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Goelzer Investment 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 Q2	–	Sell	-5,680	Closed	-$457K	–	238
2024 Q1	$457K	Hold	5,680	–	–	0.03%	189
2023 Q4	$462K	Buy	5,680 +1,800	+46%	+$139K	0.03%	186
2023 Q3	$295K	Buy	+3,880	New	+$302K	0.02%	199
2023 Q1	–	Sell	-14,661	Closed	-$1.14M	–	240
2022 Q4	$1.14M	Buy	+14,661	New	+$1.13M	0.1%	143

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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

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

Goelzer Investment Management's VCIT Position: Q2 2024 in Review

Goelzer Investment Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2024, closing a stake of 5,680 shares — an estimated $457K sold.

Goelzer Investment Management first reported a position in VCIT in Q4 2022 and held it in 4 quarters. The position peaked at $1.14M in Q4 2022. 1,057 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

Goelzer Investment Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Goelzer Investment Management sold 5,680 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2024, an estimated $457K.
Goelzer Investment Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Goelzer Investment Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.14M in Q4 2022.
1,057 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on Goelzer Investment Management's 13F filing for Q2 2024, filed 9 Aug 2024.