Retirement Planning Company of New England’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Retirement Planning Company of New England’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 Q1	–	Sell	-2,485	Closed	-$202K	–	236
2023 Q4	$202K	Buy	+2,485	New	+$192K	0.09%	217
2023 Q3	–	Sell	-5,120	Closed	-$405K	–	230
2023 Q2	$405K	Hold	5,120	–	–	0.23%	120
2023 Q1	$411K	Sell	5,120 -320	-6%	-$25.4K	0.25%	120
2022 Q4	$422K	Sell	5,440 -594	-10%	-$45.7K	0.28%	114
2022 Q3	$456K	Buy	6,034 +100	+2%	+$8.01K	0.33%	102
2022 Q2	$474K	Hold	5,934	–	–	0.32%	105
2022 Q1	$510K	Sell	5,934 -108	-2%	-$9.59K	0.29%	109
2021 Q4	$560K	Buy	+6,042	New	+$565K	0.27%	102

Other funds holding VCIT

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

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

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

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

JSTA

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

Retirement Planning Company of New England's VCIT Position: Q1 2024 in Review

Retirement Planning Company of New England sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2024, closing a stake of 2,485 shares — an estimated $202K sold.

Retirement Planning Company of New England first reported a position in VCIT in Q4 2021 and held it in 8 quarters. The position peaked at $560K in Q4 2021. 1,048 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

Retirement Planning Company of New England reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Retirement Planning Company of New England sold 2,485 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $202K.
Retirement Planning Company of New England first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
Retirement Planning Company of New England's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $560K in Q4 2021.
1,048 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on Retirement Planning Company of New England's 13F filing for Q1 2024, filed 6 May 2024.