Onyx Bridge Wealth Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Onyx Bridge Wealth Group’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 Q3	–	Sell	-2,562	Closed	-$210K	–	198
2022 Q2	$210K	Sell	2,562 -1,568	-38%	-$128K	0.09%	138
2022 Q1	$339K	Sell	4,130 -1,342	-25%	-$119K	0.13%	91
2021 Q4	$504K	Buy	5,472 +1,029	+23%	+$96.3K	0.17%	76
2021 Q3	$417K	Buy	4,443 +2,243	+102%	+$214K	0.16%	82
2021 Q2	$210K	Buy	+2,200	New	+$207K	0.09%	110

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

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

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

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

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

Onyx Bridge Wealth Group's VCIT Position: Q3 2022 in Review

Onyx Bridge Wealth Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 2,562 shares — an estimated $210K sold.

Onyx Bridge Wealth Group first reported a position in VCIT in Q2 2021 and held it in 5 quarters. The position peaked at $504K in Q4 2021. 853 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

Onyx Bridge Wealth Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Onyx Bridge Wealth Group sold 2,562 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $210K.
Onyx Bridge Wealth Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2021 and held it in 5 quarters.
Onyx Bridge Wealth Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $504K in Q4 2021.
853 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2022, filed 13 Oct 2022.