Resource Planning Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Resource Planning 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	–	Sell	-3,367	Closed	-$256K	–	73
2023 Q3	$256K	Sell	3,367 -2,417	-42%	-$188K	0.22%	52
2023 Q2	$457K	Sell	5,784 -1,424	-20%	-$113K	0.37%	36
2023 Q1	$578K	Sell	7,208 -489	-6%	-$38.8K	0.47%	35
2022 Q4	$597K	Sell	7,697 -1,131	-13%	-$87K	0.48%	36
2022 Q3	$668K	Sell	8,828 -6,090	-41%	-$488K	0.58%	34
2022 Q2	$1.19M	Sell	14,918 -20,827	-58%	-$1.7M	0.99%	22
2022 Q1	$3.08M	Sell	35,745 -7,153	-17%	-$635K	2.21%	8
2021 Q4	$3.98M	Sell	42,898 -21,498	-33%	-$2.01M	2.67%	8
2021 Q3	$6.08M	Sell	64,396 -137,789	-68%	-$13.2M	3.82%	8
2021 Q2	$19.2M	Buy	202,185 +24,805	+14%	+$2.33M	11.13%	2
2021 Q1	$16.5M	Buy	177,380 +17,760	+11%	+$1.69M	10.82%	2
2020 Q4	$15.5M	Buy	159,620 +1,137	+0.7%	+$110K	11.03%	2
2020 Q3	$15.2M	Sell	158,483 -652	-0.4%	-$62.7K	11.52%	2
2020 Q2	$15.1M	Sell	159,135 -6,840	-4%	-$629K	11.33%	3
2020 Q1	$14.5M	Sell	165,975 -50,185	-23%	-$4.57M	12.58%	3
2019 Q4	$19.7M	Buy	216,160 +525	+0.2%	+$47.9K	11.31%	3
2019 Q3	$19.7M	Sell	215,635 -947	-0.4%	-$85.8K	11.51%	3
2019 Q2	$19.5M	Buy	216,582 +4,688	+2%	+$410K	11.44%	3
2019 Q1	$18.4M	Sell	211,894 -644	-0.3%	-$54.6K	12.16%	3
2018 Q4	$17.6M	Sell	212,538 -1,063	-0.5%	-$87.6K	13.14%	3
2018 Q3	$17.8M	Buy	+213,601	New	+$17.9M	13.93%	3

Other funds holding VCIT

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $4.81B AUM 4.62% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Resource Planning Group's VCIT Position: Q4 2023 in Review

Resource Planning Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2023, closing a stake of 3,367 shares — an estimated $256K sold.

Resource Planning Group first reported a position in VCIT in Q3 2018 and held it in 21 quarters. The position peaked at $19.7M in Q4 2019. 1,041 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

Resource Planning Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Resource Planning Group sold 3,367 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2023, an estimated $256K.
Resource Planning Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2018 and held it in 21 quarters.
Resource Planning Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $19.7M in Q4 2019.
1,041 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.