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

Proquility Private 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
2025
Q1 		$1.86M Sell
22,799
-1,252
-5% -$101K 0.57% 51
2024
Q4 		$1.93M Sell
24,051
-4,867
-17% -$397K 0.62% 49
2024
Q3 		$2.42M Sell
28,918
-4,271
-13% -$351K 0.78% 43
2024
Q2 		$2.65M Buy
33,189
+653
+2% +$51.8K 0.9% 39
2024
Q1 		$2.62M Buy
32,536
+14,391
+79% +$1.15M 0.9% 39
2023
Q4 		$1.47M Sell
18,145
-38,097
-68% -$2.94M 0.56% 54
2023
Q3 		$4.27M Sell
56,242
-92
-0.2% -$7.16K 1.75% 17
2023
Q2 		$4.45M Buy
56,334
+151
+0.3% +$12K 1.74% 16
2023
Q1 		$4.51M Buy
56,183
+11,741
+26% +$931K 1.79% 15
2022
Q4 		$3.44M Sell
44,442
-11,111
-20% -$854K 1.42% 22
2022
Q3 		$4.2M Buy
55,553
+11,043
+25% +$885K 1.93% 15
2022
Q2 		$3.56M Sell
44,510
-69
-0.2% -$5.63K 1.53% 18
2022
Q1 		$3.63M Buy
44,579
+2,018
+5% +$179K 1.52% 17
2021
Q4 		$3.76M Sell
42,561
-2,808
-6% -$263K 1.33% 20
2021
Q3 		$4.28M Sell
45,369
-6,443
-12% -$615K 1.62% 16
2021
Q2 		$4.93M Buy
51,812
+4,836
+10% +$455K 1.85% 15
2021
Q1 		$4.37M Buy
46,976
+1,371
+3% +$130K 1.74% 17
2020
Q4 		$4.43M Buy
+45,605
New +$4.39M 2.02% 16

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Proquility Private Wealth Partners's VCIT Position: Q1 2025 in Review

Proquility Private Wealth Partners reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 5.2% in Q1 2025, selling an estimated $101K and leaving 22,799 shares worth $1.86M. The position accounts for 0.57% of the portfolio, ranked #51.

Proquility Private Wealth Partners first reported a position in VCIT in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.93M in Q2 2021. 1,181 funds tracked by Wall St. Rank hold VCIT as of Q1 2025.

  • Proquility Private Wealth Partners held 22,799 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.86M as of Q1 2025.
  • Proquility Private Wealth Partners sold 1,252 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2025, an estimated $101K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.57% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #51 holding.
  • Proquility Private Wealth Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Proquility Private Wealth Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.93M in Q2 2021.
  • 1,181 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.