Lumature Wealth Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$1.34K	Hold	17	–	–	﹤0.01%	364
2023 Q1	$1.36K	Sell	17 -125	-88%	-$9.91K	﹤0.01%	364
2022 Q4	$11K	Sell	142 -1,297	-90%	-$99.7K	0.01%	301
2022 Q3	$109K	Sell	1,439 -1,026	-42%	-$82.2K	0.06%	189
2022 Q2	$197K	Sell	2,465 -20,127	-89%	-$1.64M	0.09%	173
2022 Q1	$1.94M	Buy	22,592 +121	+0.5%	+$10.7K	0.78%	25
2021 Q4	$2.08M	Sell	22,471 -1,030	-4%	-$96.4K	0.81%	24
2021 Q3	$2.22M	Buy	23,501 +1,210	+5%	+$116K	0.91%	19
2021 Q2	$2.12M	Buy	22,291 +2,316	+12%	+$218K	0.88%	22
2021 Q1	$1.86M	Buy	19,975 +9,730	+95%	+$925K	0.98%	21
2020 Q4	$995K	Buy	+10,245	New	+$987K	0.94%	24

Other funds holding VCIT

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

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

JSTA

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

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

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

Lumature Wealth Partners's VCIT Position: Q2 2023 in Review

Lumature Wealth Partners held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q2 2023 at 17 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Lumature Wealth Partners first reported a position in VCIT in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.22M in Q3 2021. 933 funds tracked by Wall St. Rank hold VCIT as of Q2 2023.

Lumature Wealth Partners held 17 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.34K as of Q2 2023.
Lumature Wealth Partners left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q2 2023.
Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #364 holding.
Lumature Wealth Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.22M in Q3 2021.
933 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.