Principle Wealth Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Principle Wealth Partners’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 Q3	–	Sell	-4,800	Closed	-$384K	–	349
2024 Q2	$384K	Buy	4,800 +16	+0.3%	+$1.27K	0.03%	247
2024 Q1	$385K	Buy	4,784 +50	+1%	+$4.01K	0.03%	250
2023 Q4	$385K	Buy	4,734 +1,435	+43%	+$111K	0.03%	242
2023 Q3	$251K	Hold	3,299	–	–	0.03%	280
2023 Q2	$261K	Hold	3,299	–	–	0.03%	285
2023 Q1	$265K	Sell	3,299 -42	-1%	-$3.33K	0.03%	272
2022 Q4	$259K	Hold	3,341	–	–	0.03%	275
2022 Q3	$253K	Hold	3,341	–	–	0.02%	253
2022 Q2	$267K	Hold	3,341	–	–	0.03%	263
2022 Q1	$287K	Buy	3,341 +42	+1%	+$3.73K	0.03%	266
2021 Q4	$306K	Sell	3,299 -152	-4%	-$14.2K	0.03%	259
2021 Q3	$326K	Buy	3,451 +112	+3%	+$10.7K	0.04%	239
2021 Q2	$317K	Buy	3,339 +393	+13%	+$37K	0.04%	248
2021 Q1	$274K	Sell	2,946 -2,613	-47%	-$248K	0.03%	248
2020 Q4	$540K	Buy	+5,559	New	+$536K	0.07%	169
2020 Q3	–	Sell	-118	Closed	-$11K	–	412
2020 Q2	$11K	Buy	+118	New	+$10.9K	﹤0.01%	401

Other funds holding VCIT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Principle Wealth Partners's VCIT Position: Q3 2024 in Review

Principle Wealth Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2024, closing a stake of 4,800 shares — an estimated $384K sold.

Principle Wealth Partners first reported a position in VCIT in Q2 2020 and held it in 16 quarters. The position peaked at $540K in Q4 2020. 1,085 funds tracked by Wall St. Rank hold VCIT as of Q3 2024.

Principle Wealth Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Principle Wealth Partners sold 4,800 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2024, an estimated $384K.
Principle Wealth Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2020 and held it in 16 quarters.
Principle Wealth Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $540K in Q4 2020.
1,085 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2024.

Based on Principle Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.