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

Lyell 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
Q4 		– Sell
-13,607
Closed -$1.03M – 201
2022
Q3 		$1.03M Sell
13,607
-13,625
-50% -$1.09M 0.18% 99
2022
Q2 		$2.18M Sell
27,232
-11,768
-30% -$961K 0.36% 81
2022
Q1 		$3.36M Sell
39,000
-450
-1% -$39.9K 0.43% 74
2021
Q4 		$3.66M Hold
39,450
– – 0.42% 70
2021
Q3 		$3.72M Sell
39,450
-769
-2% -$73.4K 0.45% 72
2021
Q2 		$3.82M Buy
40,219
+157
+0.4% +$14.8K 0.47% 67
2021
Q1 		$3.73M Buy
40,062
+1,210
+3% +$115K 0.54% 65
2020
Q4 		$3.77M Buy
38,852
+14,980
+63% +$1.44M 0.6% 58
2020
Q3 		$2.29M Buy
23,872
+6,009
+34% +$578K 0.43% 65
2020
Q2 		$1.7M Buy
17,863
+833
+5% +$76.6K 0.37% 65
2020
Q1 		$1.48M Sell
17,030
-460
-3% -$41.8K 0.44% 64
2019
Q4 		$1.6M Buy
+17,490
New +$1.59M 0.43% 63
2018
Q4 		– Sell
-10,657
Closed -$890K – 118
2018
Q3 		$890K Sell
10,657
-1,675
-14% -$140K 0.3% 69
2018
Q2 		$1.03M Buy
12,332
+4,485
+57% +$375K 0.38% 71
2018
Q1 		$666K Sell
7,847
-1,089
-12% -$93.1K 0.25% 78
2017
Q4 		$781K Sell
8,936
-2,169
-20% -$190K 0.31% 77
2017
Q3 		$977K Sell
11,105
-777
-7% -$68.4K 0.42% 66
2017
Q2 		$1.04M Buy
11,882
+3,191
+37% +$279K 0.51% 58
2017
Q1 		$751K Buy
8,691
+955
+12% +$82.1K 0.41% 63
2016
Q4 		$663K Buy
+7,736
New +$673K 0.41% 66

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lyell Wealth Management's VCIT Position: Q4 2022 in Review

Lyell Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022, closing a stake of 13,607 shares — an estimated $1.03M sold.

Lyell Wealth Management first reported a position in VCIT in Q4 2016 and held it in 20 quarters. The position peaked at $3.82M in Q2 2021. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

  • Lyell Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Lyell Wealth Management sold 13,607 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $1.03M.
  • Lyell Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2016 and held it in 20 quarters.
  • Lyell Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.82M in Q2 2021.
  • 896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on Lyell Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.