LPWM
VCIT icon

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

Lake Point 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
Q1 		– Sell
-167
Closed -$15K – 486
2021
Q4 		$15K Buy
+167
New +$15.6K 0.01% 141

Other funds holding VCIT

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Point Wealth Management's VCIT Position: Q1 2022 in Review

Lake Point Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2022, closing a stake of 167 shares — an estimated $15K sold.

Lake Point Wealth Management first reported a position in VCIT in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 897 funds tracked by Wall St. Rank hold VCIT as of Q1 2022.

  • Lake Point Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 167 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2022, an estimated $15K.
  • Lake Point Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $15K in Q4 2021.
  • 897 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.