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

Marcum Wealth’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	–	Sell	-3,427	Closed	-$275K	–	401
2023 Q1	$275K	Sell	3,427 -342	-9%	-$27.1K	0.03%	260
2022 Q4	$292K	Sell	3,769 -840	-18%	-$64.6K	0.04%	245
2022 Q3	$349K	Buy	4,609 +112	+2%	+$8.97K	0.05%	211
2022 Q2	$360K	Sell	4,497 -56	-1%	-$4.57K	0.05%	208
2022 Q1	$392K	Sell	4,553 -2,129	-32%	-$189K	0.05%	202
2021 Q4	$620K	Buy	6,682 +87	+1%	+$8.14K	0.09%	151
2021 Q3	$623K	Buy	6,595 +270	+4%	+$25.8K	0.1%	131
2021 Q2	$601K	Buy	6,325 +130	+2%	+$12.2K	0.1%	130
2021 Q1	$576K	Buy	+6,195	New	+$589K	0.09%	134

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

JSTA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Marcum Wealth's VCIT Position: Q2 2023 in Review

Marcum Wealth sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2023, closing a stake of 3,427 shares — an estimated $275K sold.

Marcum Wealth first reported a position in VCIT in Q1 2021 and held it in 9 quarters. The position peaked at $623K in Q3 2021. 934 funds tracked by Wall St. Rank hold VCIT as of Q2 2023.

Marcum Wealth reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Marcum Wealth sold 3,427 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2023, an estimated $275K.
Marcum Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
Marcum Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $623K in Q3 2021.
934 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2023.

Based on Marcum Wealth's 13F filing for Q2 2023, filed 13 Jul 2023.