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

ICA Group 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 Q2	$26.9K	Sell	337 -4,491	-93%	-$357K	0.02%	320
2024 Q1	$389K	Sell	4,828 -1,618	-25%	-$130K	0.08%	195
2023 Q4	$524K	Sell	6,446 -502	-7%	-$38.8K	0.12%	152
2023 Q3	$528K	Sell	6,948 -1,405	-17%	-$109K	0.15%	129
2023 Q2	$660K	Buy	8,353 +5,052	+153%	+$401K	0.17%	113
2023 Q1	$265K	Sell	3,301 -7,526	-70%	-$597K	0.06%	203
2022 Q4	$840K	Sell	10,827 -2,841	-21%	-$218K	0.2%	114
2022 Q3	$1.03M	Buy	13,668 +379	+3%	+$30.4K	0.22%	109
2022 Q2	$1.08M	Sell	13,289 -4,880	-27%	-$398K	0.2%	115
2022 Q1	$1.48M	Buy	+18,169	New	+$1.61M	0.28%	87

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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

ICA Group Wealth Management's VCIT Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 93% in Q2 2024, selling an estimated $357K and leaving 337 shares worth $26.9K. The position accounts for 0.02% of the portfolio, ranked #320.

ICA Group Wealth Management first reported a position in VCIT in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.48M in Q1 2022. 1,052 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

ICA Group Wealth Management held 337 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $26.9K as of Q2 2024.
ICA Group Wealth Management sold 4,491 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2024, an estimated $357K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #320 holding.
ICA Group Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.48M in Q1 2022.
1,052 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.