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

Melone Private 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
2024 Q3	–	Sell	-2,785	Closed	-$223K	–	50
2024 Q2	$223K	Buy	2,785 +18	+0.7%	+$1.43K	0.13%	46
2024 Q1	$223K	Sell	2,767 -636	-19%	-$51K	0.13%	46
2023 Q4	$277K	Sell	3,403 -5,287	-61%	-$408K	0.18%	46
2023 Q3	$660K	Buy	8,690 +22	+0.3%	+$1.71K	0.47%	34
2023 Q2	$685K	Buy	8,668 +20	+0.2%	+$1.59K	0.48%	34
2023 Q1	$699K	Buy	8,648 +12	+0.1%	+$951	0.53%	32
2022 Q4	$669K	Sell	8,636 -2,145	-20%	-$165K	0.57%	33
2022 Q3	$821K	Sell	10,781 -27	-0.2%	-$2.16K	0.72%	32
2022 Q2	$865K	Buy	10,808 +15	+0.1%	+$1.22K	0.73%	33
2022 Q1	$887K	Sell	10,793 -9,790	-48%	-$869K	0.72%	34
2021 Q4	$1.91M	Buy	+20,583	New	+$1.93M	1.44%	22

Other funds holding VCIT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JSTA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Melone Private Wealth's VCIT Position: Q3 2024 in Review

Melone Private Wealth sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2024, closing a stake of 2,785 shares — an estimated $223K sold.

Melone Private Wealth first reported a position in VCIT in Q4 2021 and held it in 11 quarters. The position peaked at $1.91M in Q4 2021. 1,084 funds tracked by Wall St. Rank hold VCIT as of Q3 2024.

Melone Private Wealth reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Melone Private Wealth sold 2,785 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2024, an estimated $223K.
Melone Private Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 11 quarters.
Melone Private Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.91M in Q4 2021.
1,084 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2024.

Based on Melone Private Wealth's 13F filing for Q3 2024, filed 7 Oct 2024.