Institutional & Family Asset Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$21K Hold
263
– – ﹤0.01% 332
2024
Q1
$21.2K Hold
263
– – ﹤0.01% 322
2023
Q4
$21.4K Hold
263
– – ﹤0.01% 312
2023
Q3
$20K Sell
263
-2
-0.8% -$156 ﹤0.01% 306
2023
Q2
$20.9K Buy
265
+2
+0.8% +$159 ﹤0.01% 306
2023
Q1
$21.1K Buy
+263
New +$20.8K ﹤0.01% 303
2021
Q1
– Sell
-2,966
Closed -$288K – 1001
2020
Q4
$288K Buy
2,966
+665
+29% +$64.1K 0.06% 148
2020
Q3
$220K Buy
2,301
+814
+55% +$78.3K 0.05% 156
2020
Q2
$141K Sell
1,487
-1,147
-44% -$106K 0.03% 203
2020
Q1
$229K Buy
2,634
+1,564
+146% +$142K 0.05% 137
2019
Q4
$98K Hold
1,070
– – 0.02% 234
2019
Q3
$98K Hold
1,070
– – 0.02% 219
2019
Q2
$96K Hold
1,070
– – 0.02% 230
2019
Q1
$93K Hold
1,070
– – 0.02% 249
2018
Q4
$89K Sell
1,070
-1,807
-63% -$149K 0.02% 241
2018
Q3
$240K Buy
2,877
+46
+2% +$3.85K 0.05% 171
2018
Q2
$236K Sell
2,831
-3,823
-57% -$320K 0.05% 169
2018
Q1
$565K Buy
+6,654
New +$569K 0.12% 104

Other funds holding VCIT

Institutional & Family Asset Management's VCIT Position: Q2 2024 in Review

Institutional & Family Asset Management held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q2 2024 at 263 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Institutional & Family Asset Management first reported a position in VCIT in Q1 2018 and has held it in 18 quarters since. The position peaked at $565K in Q1 2018. 1,057 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

  • Institutional & Family Asset Management held 263 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $21K as of Q2 2024.
  • Institutional & Family Asset Management left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q2 2024.
  • Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #332 holding.
  • Institutional & Family Asset Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2018 and has held it in 18 quarters since.
  • Institutional & Family Asset Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $565K in Q1 2018.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.