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

Levy Wealth Management Group’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	-13,378	Closed	-$1.07M	–	84
2022 Q2	$1.07M	Sell	13,378 -6,904	-34%	-$564K	0.49%	26
2022 Q1	$1.75M	Buy	20,282 +753	+4%	+$66.8K	0.72%	23
2021 Q4	$1.81M	Buy	19,529 +8,230	+73%	+$770K	0.82%	22
2021 Q3	$1.07M	Buy	11,299 +674	+6%	+$64.3K	0.59%	25
2021 Q2	$1.01M	Buy	10,625 +1,077	+11%	+$101K	0.58%	26
2021 Q1	$888K	Buy	9,548 +974	+11%	+$92.5K	0.58%	27
2020 Q4	$833K	Buy	+8,574	New	+$826K	0.59%	28

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

Levy Wealth Management Group's VCIT Position: Q3 2022 in Review

Levy Wealth Management Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 13,378 shares — an estimated $1.07M sold.

Levy Wealth Management Group first reported a position in VCIT in Q4 2020 and held it in 7 quarters. The position peaked at $1.81M in Q4 2021. 853 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

Levy Wealth Management Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Levy Wealth Management Group sold 13,378 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $1.07M.
Levy Wealth Management Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Levy Wealth Management Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.81M in Q4 2021.
853 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Levy Wealth Management Group's 13F filing for Q3 2022, filed 28 Oct 2022.