Parcion Private Wealth’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Parcion Private Wealth’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 Q4	–	Sell	-2,748	Closed	-$208K	–	220
2022 Q3	$208K	Sell	2,748 -582	-17%	-$46.6K	0.02%	186
2022 Q2	$273K	Sell	3,330 -59,839	-95%	-$4.88M	0.03%	192
2022 Q1	$5.43M	Buy	+63,169	New	+$5.61M	0.51%	47

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

Parcion Private Wealth's VCIT Position: Q4 2022 in Review

Parcion Private Wealth sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022, closing a stake of 2,748 shares — an estimated $208K sold.

Parcion Private Wealth first reported a position in VCIT in Q1 2022 and held it in 3 quarters. The position peaked at $5.43M in Q1 2022. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

Parcion Private Wealth reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Parcion Private Wealth sold 2,748 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $208K.
Parcion Private Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
Parcion Private Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $5.43M in Q1 2022.
896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on Parcion Private Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.