JPLA
VCIT icon

Joseph P. Lucia & Associates’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-125
Closed -$10K – 422
2022
Q2 		$10K Hold
125
– – 0.01% 308
2022
Q1 		$11K Buy
+125
New +$11.1K 0.01% 316
2021
Q4 		– Sell
-125
Closed -$12K – 532
2021
Q3 		$12K Hold
125
– – 0.01% 362
2021
Q2 		$12K Hold
125
– – 0.01% 372
2021
Q1 		$12K Hold
125
– – 0.01% 348
2020
Q4 		$12K Buy
+125
New +$12K 0.01% 326

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CSIA
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Creative Planning
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MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return