Householder Group Estate & Retirement Specialist’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$8K	Sell	102 -2,967	-97%	-$242K	0.01%	397
2024 Q3	$257K	Buy	3,069 +5	+0.2%	+$411	0.07%	213
2024 Q2	$244K	Sell	3,064 -99	-3%	-$7.86K	0.07%	223
2024 Q1	$255K	Buy	3,163 +25	+0.8%	+$2.01K	0.08%	215
2023 Q4	$255K	Sell	3,138 -106	-3%	-$8.19K	0.08%	209
2023 Q3	$247K	Buy	+3,244	New	+$252K	0.09%	187
2023 Q1	$291K	Buy	+3,633	New	+$288K	0.11%	168
2022 Q4	–	Sell	-4,287	Closed	-$324K	–	1101
2022 Q3	$324K	Buy	4,287 +698	+19%	+$55.9K	0.13%	147
2022 Q2	$287K	Sell	3,589 -139	-4%	-$11.3K	0.13%	159
2022 Q1	$321K	Sell	3,728 -2,093	-36%	-$186K	0.13%	155
2021 Q4	$540K	Buy	+5,821	New	+$545K	0.2%	122

Other funds holding VCIT

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

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

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

Householder Group Estate & Retirement Specialist's VCIT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 97% in Q4 2024, selling an estimated $242K and leaving 102 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #397.

Householder Group Estate & Retirement Specialist first reported a position in VCIT in Q4 2021 and has held it in 11 quarters since. The position peaked at $540K in Q4 2021. 1,177 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

Householder Group Estate & Retirement Specialist held 102 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $8K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 2,967 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $242K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #397 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $540K in Q4 2021.
1,177 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.