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Lloyd Park’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Lloyd Park’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 		$1.31M Buy
17,318
+42
+0.2% +$3.37K 1.62% 19
2022
Q2 		$1.38M Buy
+17,276
New +$1.41M 1.45% 20
2022
Q1 		– Sell
-27,355
Closed -$2.54M – 100
2021
Q4 		$2.54M Buy
+27,355
New +$2.56M 1.42% 8

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lloyd Park's VCIT Position: Q3 2022 in Review

Lloyd Park increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.24% in Q3 2022, buying an estimated $3.37K and bringing the position to 17,318 shares worth $1.31M. The position accounts for 1.62% of the portfolio, ranked #19.

Lloyd Park first reported a position in VCIT in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.54M in Q4 2021. 853 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

  • Lloyd Park held 17,318 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.31M as of Q3 2022.
  • Lloyd Park bought 42 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $3.37K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 1.62% of Lloyd Park's portfolio in Q3 2022, its #19 holding.
  • Lloyd Park first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Lloyd Park's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.54M in Q4 2021.
  • 853 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.