NWM
VCIT icon

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

Northwest 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
2024
Q2 		– Sell
-4,999
Closed -$402K – 178
2024
Q1 		$402K Sell
4,999
-300
-6% -$24.1K 0.11% 106
2023
Q4 		$431K Sell
5,299
-3,416
-39% -$264K 0.13% 97
2023
Q3 		$662K Buy
8,715
+182
+2% +$14.2K 0.24% 74
2023
Q2 		$674K Sell
8,533
-1,082
-11% -$86K 0.24% 75
2023
Q1 		$771K Sell
9,615
-91
-0.9% -$7.21K 0.29% 69
2022
Q4 		$752K Sell
9,706
-415
-4% -$31.9K 0.32% 69
2022
Q3 		$766K Sell
10,121
-1,185
-10% -$95K 0.34% 71
2022
Q2 		$905K Sell
11,306
-482
-4% -$39.3K 0.39% 63
2022
Q1 		$1.01M Buy
+11,788
New +$1.05M 0.5% 52

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return