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 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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

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

Northwest Wealth Management's VCIT Position: Q2 2024 in Review

Northwest Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2024, closing a stake of 4,999 shares — an estimated $402K sold.

Northwest Wealth Management first reported a position in VCIT in Q1 2022 and held it in 9 quarters. The position peaked at $1.01M in Q1 2022. 1,056 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

Northwest Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Northwest Wealth Management sold 4,999 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2024, an estimated $402K.
Northwest Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2022 and held it in 9 quarters.
Northwest Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.01M in Q1 2022.
1,056 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on Northwest Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.