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

Private Ocean’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 Q2	$11.5K	Buy	+144	New	+$11.4K	﹤0.01%	379
2024 Q1	–	Sell	-144	Closed	-$11.7K	–	552
2023 Q4	$11.7K	Buy	+144	New	+$11.1K	﹤0.01%	352
2023 Q2	–	Sell	-144	Closed	-$11.5K	–	648
2023 Q1	$11.5K	Hold	144	–	–	﹤0.01%	388
2022 Q4	$11.1K	Buy	144 +1	+0.7%	+$77	﹤0.01%	362
2022 Q3	$10K	Buy	143 +65	+83%	+$5.21K	﹤0.01%	371
2022 Q2	$6K	Sell	78 -144	-65%	-$11.8K	﹤0.01%	386
2022 Q1	$19K	Buy	222 +79	+55%	+$7.01K	﹤0.01%	347
2021 Q4	$13K	Sell	143 -1	-0.7%	-$94	﹤0.01%	401
2021 Q3	$14K	Buy	+144	New	+$13.7K	﹤0.01%	392
2021 Q2	–	Sell	-148	Closed	-$14K	–	599
2021 Q1	$14K	Sell	148 -1	-0.7%	-$95	﹤0.01%	400
2020 Q4	$14K	Sell	149 -86	-37%	-$8.29K	﹤0.01%	351
2020 Q3	$23K	Hold	235	–	–	0.01%	304
2020 Q2	$22K	Buy	235 +119	+103%	+$10.9K	0.01%	286
2020 Q1	$10K	Buy	+116	New	+$10.6K	﹤0.01%	393

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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

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

Private Ocean's VCIT Position: Q2 2024 in Review

Private Ocean opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2024: 144 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Private Ocean previously reported a position in VCIT as recently as Q4 2023.

Private Ocean first reported a position in VCIT in Q1 2020 and has held it in 14 quarters since. The position peaked at $23K in Q3 2020. 1,056 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

Private Ocean held 144 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $11.5K as of Q2 2024.
Vanguard Intermediate-Term Corporate Bond ETF was a new Private Ocean position in Q2 2024.
Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #379 holding.
Private Ocean first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2020 and has held it in 14 quarters since.
Private Ocean's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $23K in Q3 2020.
1,056 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.