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

PRW Wealth Management’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 Q3	$1.94M	Sell	26,010 -390	-1%	-$30.3K	0.74%	27
2023 Q2	$2.09M	Sell	26,400 -3,400	-11%	-$270K	0.72%	21
2023 Q1	$2.4M	Buy	29,800 +17,800	+148%	+$1.41M	0.94%	25
2022 Q4	$930K	Buy	+12,000	New	+$923K	0.4%	24
2021 Q3	–	Sell	-7,504	Closed	-$713K	–	278
2021 Q2	$713K	Sell	7,504 -3,838	-34%	-$361K	0.21%	123
2021 Q1	$1.05M	Hold	11,342	–	–	0.52%	37
2020 Q4	$1.1M	Hold	11,342	–	–	0.62%	33
2020 Q3	$1.09M	Hold	11,342	–	–	0.78%	28
2020 Q2	$1.08M	Hold	11,342	–	–	0.86%	26
2020 Q1	$988K	Buy	11,342 +2,500	+28%	+$227K	1.2%	22
2019 Q4	$808K	Hold	8,842	–	–	0.92%	28
2019 Q3	$807K	Hold	8,842	–	–	0.98%	25
2019 Q2	$794K	Hold	8,842	–	–	0.88%	27
2019 Q1	$768K	Buy	8,842 +2,600	+42%	+$220K	0.71%	27
2018 Q4	$517K	Buy	+6,242	New	+$515K	0.64%	28

Other funds holding VCIT

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

PRW Wealth Management's VCIT Position: Q3 2023 in Review

PRW Wealth Management reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 1.5% in Q3 2023, selling an estimated $30.3K and leaving 26,010 shares worth $1.94M. The position accounts for 0.74% of the portfolio, ranked #27.

PRW Wealth Management first reported a position in VCIT in Q4 2018 and has held it in 15 quarters since. The position peaked at $2.4M in Q1 2023. 929 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

PRW Wealth Management held 26,010 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.94M as of Q3 2023.
PRW Wealth Management sold 390 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2023, an estimated $30.3K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.74% of PRW Wealth Management's portfolio in Q3 2023, its #27 holding.
PRW Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and has held it in 15 quarters since.
PRW Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.4M in Q1 2023.
929 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.