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

Soundmark 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
2024 Q2	–	Sell	-94,935	Closed	-$7.64M	–	52
2024 Q1	$7.64M	Sell	94,935 -4,878	-5%	-$391K	3.39%	10
2023 Q4	$8.11M	Buy	99,813 +2,558	+3%	+$198K	4.01%	8
2023 Q3	$7.39M	Buy	97,255 +247	+0.3%	+$19.2K	4.11%	8
2023 Q2	$7.67M	Sell	97,008 -1,816	-2%	-$144K	4.28%	5
2023 Q1	$7.93M	Buy	98,824 +1,034	+1%	+$82K	4.74%	5
2022 Q4	$7.58M	Sell	97,790 -66,826	-41%	-$5.14M	4.89%	5
2022 Q3	$12.5M	Buy	164,616 +41,472	+34%	+$3.32M	8.73%	2
2022 Q2	$9.85M	Buy	123,144 +77,137	+168%	+$6.3M	7.02%	2
2022 Q1	$3.96M	Buy	46,007 +282	+0.6%	+$25K	2.77%	12
2021 Q4	$4.24M	Buy	45,725 +127	+0.3%	+$11.9K	2.9%	9
2021 Q3	$4.3M	Buy	+45,598	New	+$4.35M	1.55%	18
2021 Q2	–	Sell	-45,757	Closed	-$4.26M	–	73
2021 Q1	$4.26M	Buy	45,757 +10	+0%	+$950	2.34%	14
2020 Q4	$4.44M	Buy	+45,747	New	+$4.41M	2.84%	13

Other funds holding VCIT

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

JSTA

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Soundmark Wealth Management's VCIT Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2024, closing a stake of 94,935 shares — an estimated $7.64M sold.

Soundmark Wealth Management first reported a position in VCIT in Q4 2020 and held it in 13 quarters. The position peaked at $12.5M in Q3 2022. 1,056 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

Soundmark Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 94,935 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2024, an estimated $7.64M.
Soundmark Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
Soundmark Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $12.5M in Q3 2022.
1,056 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.