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

MY 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	-100,603	Closed	-$7.61M	–	26
2022 Q3	$7.61M	Buy	100,603 +33,913	+51%	+$2.72M	8.17%	5
2022 Q2	$5.34M	Sell	66,690 -293	-0.4%	-$23.9K	5.76%	5
2022 Q1	$5.76M	Buy	66,983 +7,395	+12%	+$656K	5.34%	6
2021 Q4	$5.53M	Buy	+59,588	New	+$5.58M	4.86%	8

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

MY Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022, closing a stake of 100,603 shares — an estimated $7.61M sold.

MY Wealth Management first reported a position in VCIT in Q4 2021 and held it in 4 quarters. The position peaked at $7.61M in Q3 2022. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

MY Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
MY Wealth Management sold 100,603 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $7.61M.
MY Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
MY Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $7.61M in Q3 2022.
896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on MY Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.