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

Selective 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	–	Sell	-3,792	Closed	-$296K	–	109
2023 Q2	$296K	Buy	+3,792	New	+$301K	0.15%	78
2022 Q4	$422K	Sell	5,248 -451	-8%	-$34.7K	0.22%	62
2022 Q3	$431K	Buy	5,699 +31	+0.5%	+$2.48K	0.18%	71
2022 Q2	$454K	Buy	5,668 +1,860	+49%	+$152K	0.16%	82
2022 Q1	$328K	Buy	3,808 +2,679	+237%	+$238K	0.12%	90
2021 Q4	$105K	Buy	+1,129	New	+$106K	0.04%	189

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

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

Selective Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2023, closing a stake of 3,792 shares — an estimated $296K sold.

Selective Wealth Management first reported a position in VCIT in Q4 2021 and held it in 6 quarters. The position peaked at $454K in Q2 2022. 929 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

Selective Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Selective Wealth Management sold 3,792 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2023, an estimated $296K.
Selective Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Selective Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $454K in Q2 2022.
929 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on Selective Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.