Norris Perne & French’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Norris Perne & French’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 Q2	–	Sell	-2,685	Closed	-$231K	–	157
2022 Q1	$231K	Hold	2,685	–	–	0.02%	140
2021 Q4	$249K	Hold	2,685	–	–	0.02%	127
2021 Q3	$253K	Hold	2,685	–	–	0.02%	122
2021 Q2	$255K	Sell	2,685 -678	-20%	-$63.8K	0.02%	121
2021 Q1	$313K	Buy	3,363 +1,083	+48%	+$103K	0.03%	106
2020 Q4	$221K	Buy	+2,280	New	+$220K	0.02%	150

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norris Perne & French's VCIT Position: Q2 2022 in Review

Norris Perne & French sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2022, closing a stake of 2,685 shares — an estimated $231K sold.

Norris Perne & French first reported a position in VCIT in Q4 2020 and held it in 6 quarters. The position peaked at $313K in Q1 2021. 864 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

Norris Perne & French reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Norris Perne & French sold 2,685 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $231K.
Norris Perne & French first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Norris Perne & French's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $313K in Q1 2021.
864 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

Based on Norris Perne & French's 13F filing for Q2 2022, filed 11 Aug 2022.