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Planned Solutions’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Planned Solutions’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
-1,604
Closed -$134K – 611
2024
Q3 		$134K Buy
+1,604
New +$132K 0.05% 162
2024
Q1 		– Sell
-2,034
Closed -$165K – 528
2023
Q4 		$165K Buy
+2,034
New +$157K 0.08% 109
2023
Q1 		– Sell
-11,546
Closed -$895K – 81
2022
Q4 		$895K Buy
+11,546
New +$888K 0.66% 23

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 $1.88B AUM 29.07% 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

Planned Solutions's VCIT Position: Q4 2024 in Review

Planned Solutions sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 1,604 shares — an estimated $134K sold.

Planned Solutions first reported a position in VCIT in Q4 2022 and held it in 3 quarters. The position peaked at $895K in Q4 2022. 1,177 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

  • Planned Solutions reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,604 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $134K.
  • Planned Solutions first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Planned Solutions's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $895K in Q4 2022.
  • 1,177 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.