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	–	421
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	–	531
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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Joseph P. Lucia & Associates's VCIT Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 125 shares — an estimated $10K sold.

Joseph P. Lucia & Associates first reported a position in VCIT in Q4 2020 and held it in 6 quarters. The position peaked at $12K in Q3 2021. 853 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 125 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $10K.
Joseph P. Lucia & Associates first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Joseph P. Lucia & Associates's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $12K in Q3 2021.
853 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.