Latitude Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Latitude Advisors’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 Q1	–	Sell	-3,041	Closed	-$247K	–	194
2023 Q4	$247K	Buy	+3,041	New	+$235K	0.17%	136
2023 Q3	–	Sell	-2,879	Closed	-$228K	–	183
2023 Q2	$228K	Buy	+2,879	New	+$229K	0.16%	138
2022 Q2	–	Sell	-5,068	Closed	-$436K	–	312
2022 Q1	$436K	Buy	5,068 +1,771	+54%	+$157K	0.1%	200
2021 Q4	$306K	Buy	3,297 +353	+12%	+$33K	0.09%	220
2021 Q3	$278K	Buy	+2,944	New	+$281K	0.09%	227

Other funds holding VCIT

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

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

Latitude Advisors's VCIT Position: Q1 2024 in Review

Latitude Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2024, closing a stake of 3,041 shares — an estimated $247K sold.

Latitude Advisors first reported a position in VCIT in Q3 2021 and held it in 5 quarters. The position peaked at $436K in Q1 2022. 1,047 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

Latitude Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Latitude Advisors sold 3,041 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $247K.
Latitude Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2021 and held it in 5 quarters.
Latitude Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $436K in Q1 2022.
1,047 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on Latitude Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.