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One Charles Private Wealth Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

One Charles Private Wealth Services’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
Q4 		– Sell
-3,713
Closed -$311K – 161
2024
Q3 		$311K Sell
3,713
-7,576
-67% -$623K 0.12% 115
2024
Q2 		$902K Sell
11,289
-142
-1% -$11.3K 0.38% 52
2024
Q1 		$920K Buy
11,431
+148
+1% +$11.9K 0.4% 49
2023
Q4 		$917K Sell
11,283
-3,178
-22% -$246K 0.49% 44
2023
Q3 		$1.1M Sell
14,461
-547
-4% -$42.6K 0.64% 34
2023
Q2 		$1.19M Sell
15,008
-6,735
-31% -$535K 0.69% 31
2023
Q1 		$1.74M Sell
21,743
-12,305
-36% -$975K 1.08% 19
2022
Q4 		$2.64M Sell
34,048
-3,902
-10% -$300K 1.71% 15
2022
Q3 		$2.87M Sell
37,950
-7,525
-17% -$603K 1.9% 14
2022
Q2 		$3.67M Sell
45,475
-7,114
-14% -$581K 2.47% 12
2022
Q1 		$4.53M Sell
52,589
-19,332
-27% -$1.72M 2.82% 9
2021
Q4 		$6.67M Buy
71,921
+8,102
+13% +$758K 3.78% 5
2021
Q3 		$6.03M Buy
63,819
+22,355
+54% +$2.13M 3.47% 5
2021
Q2 		$3.94M Buy
41,464
+31,204
+304% +$2.94M 2.64% 10
2021
Q1 		$954K Buy
10,260
+5,978
+140% +$568K 4.38% 6
2020
Q4 		$416K Buy
+4,282
New +$413K 3.95% 8

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 $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

One Charles Private Wealth Services's VCIT Position: Q4 2024 in Review

One Charles Private Wealth Services sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 3,713 shares — an estimated $311K sold.

One Charles Private Wealth Services first reported a position in VCIT in Q4 2020 and held it in 16 quarters. The position peaked at $6.67M in Q4 2021. 1,176 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

  • One Charles Private Wealth Services reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • One Charles Private Wealth Services sold 3,713 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $311K.
  • One Charles Private Wealth Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
  • One Charles Private Wealth Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $6.67M in Q4 2021.
  • 1,176 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on One Charles Private Wealth Services's 13F filing for Q4 2024, filed 11 Feb 2025.