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

JGP 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
2022 Q2	–	Sell	-2,966	Closed	-$249K	–	161
2022 Q1	$249K	Sell	2,966 -397	-12%	-$35.2K	0.05%	146
2021 Q4	$309K	Sell	3,363 -342	-9%	-$32K	0.06%	138
2021 Q3	$350K	Hold	3,705	–	–	0.08%	115
2021 Q2	$352K	Buy	3,705 +248	+7%	+$23.3K	0.08%	121
2021 Q1	$322K	Buy	+3,457	New	+$328K	0.07%	122

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JGP Wealth Management's VCIT Position: Q2 2022 in Review

JGP Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2022, closing a stake of 2,966 shares — an estimated $249K sold.

JGP Wealth Management first reported a position in VCIT in Q1 2021 and held it in 5 quarters. The position peaked at $352K in Q2 2021. 864 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

JGP Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
JGP Wealth Management sold 2,966 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $249K.
JGP Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
JGP Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $352K in Q2 2021.
864 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

Based on JGP Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.