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

Provence Wealth Management Group’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
2023 Q4	$3.31M	Buy	40,749 +10,902	+37%	+$842K	1.78%	14
2023 Q3	$2.27M	Buy	29,847 +5,896	+25%	+$459K	1.39%	17
2023 Q2	$1.89M	Buy	23,951 +6,831	+40%	+$543K	1.11%	22
2023 Q1	$1.37M	Buy	17,120 +8,594	+101%	+$681K	0.91%	23
2022 Q4	$661K	Buy	+8,526	New	+$656K	0.54%	43

Other funds holding VCIT

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Provence Wealth Management Group's VCIT Position: Q4 2023 in Review

Provence Wealth Management Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 37% in Q4 2023, buying an estimated $842K and bringing the position to 40,749 shares worth $3.31M. The position accounts for 1.78% of the portfolio, ranked #14.

Provence Wealth Management Group first reported a position in VCIT in Q4 2022 and has held it in 5 quarters since. 1,043 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

Provence Wealth Management Group held 40,749 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $3.31M as of Q4 2023.
Provence Wealth Management Group bought 10,902 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2023, an estimated $842K.
Vanguard Intermediate-Term Corporate Bond ETF made up 1.78% of Provence Wealth Management Group's portfolio in Q4 2023, its #14 holding.
Provence Wealth Management Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and has held it in 5 quarters since.
1,043 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.