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

Jamison Private 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
Q4 		– Sell
-70
Closed -$5.86K – 461
2024
Q3 		$5.86K Hold
70
– – ﹤0.01% 372
2024
Q2 		$5.6K Sell
70
-1,303
-95% -$103K ﹤0.01% 346
2024
Q1 		$111K Buy
+1,373
New +$110K 0.02% 210

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jamison Private Wealth Management's VCIT Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 70 shares — an estimated $5.86K sold.

Jamison Private Wealth Management first reported a position in VCIT in Q1 2024 and held it in 3 quarters. The position peaked at $111K in Q1 2024. 1,179 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 70 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $5.86K.
  • Jamison Private Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $111K in Q1 2024.
  • 1,179 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.