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

Penobscot 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
2022 Q3	–	Sell	-2,527	Closed	-$202K	–	62
2022 Q2	$202K	Sell	2,527 -2,213	-47%	-$181K	0.2%	61
2022 Q1	$408K	Sell	4,740 -103,350	-96%	-$9.17M	0.37%	48
2021 Q4	$10M	Buy	108,090 +4,612	+4%	+$432K	8.53%	3
2021 Q3	$9.77M	Buy	103,478 +4,105	+4%	+$392K	9.04%	3
2021 Q2	$9.45M	Buy	+99,373	New	+$9.35M	9.08%	3

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $147B AUM 18.73% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Penobscot Wealth Management's VCIT Position: Q3 2022 in Review

Penobscot Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 2,527 shares — an estimated $202K sold.

Penobscot Wealth Management first reported a position in VCIT in Q2 2021 and held it in 5 quarters. The position peaked at $10M in Q4 2021. 851 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

Penobscot Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Penobscot Wealth Management sold 2,527 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $202K.
Penobscot Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2021 and held it in 5 quarters.
Penobscot Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $10M in Q4 2021.
851 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Penobscot Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.