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

Keebeck 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 Q3	–	Sell	-36,000	Closed	-$2.88M	–	279
2024 Q2	$2.88M	Hold	36,000	–	–	0.42%	71
2024 Q1	$2.9M	Hold	36,000	–	–	0.43%	66
2023 Q4	$2.93M	Sell	36,000 -27,475	-43%	-$2.12M	0.48%	60
2023 Q3	$4.82M	Hold	63,475	–	–	0.84%	27
2023 Q2	$5.02M	Hold	63,475	–	–	0.69%	40
2023 Q1	$5.09M	Hold	63,475	–	–	0.82%	31
2022 Q4	$4.92M	Hold	63,475	–	–	0.86%	29
2022 Q3	$4.8M	Buy	63,475 +34,775	+121%	+$2.79M	0.93%	25
2022 Q2	$2.3M	Buy	28,700 +26,150	+1,025%	+$2.13M	0.44%	57
2022 Q1	$219K	Buy	+2,550	New	+$226K	0.04%	224

Other funds holding VCIT

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Keebeck Wealth Management's VCIT Position: Q3 2024 in Review

Keebeck Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2024, closing a stake of 36,000 shares — an estimated $2.88M sold.

Keebeck Wealth Management first reported a position in VCIT in Q1 2022 and held it in 10 quarters. The position peaked at $5.09M in Q1 2023. 1,079 funds tracked by Wall St. Rank hold VCIT as of Q3 2024.

Keebeck Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Keebeck Wealth Management sold 36,000 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2024, an estimated $2.88M.
Keebeck Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2022 and held it in 10 quarters.
Keebeck Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $5.09M in Q1 2023.
1,079 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2024.

Based on Keebeck Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.