Spectrum Wealth Counsel’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Spectrum Wealth Counsel’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
2025 Q1	–	Sell	-4,523	Closed	-$363K	–	397
2024 Q4	$363K	Sell	4,523 -297	-6%	-$24.2K	0.04%	102
2024 Q3	$404K	Sell	4,820 -494	-9%	-$40.6K	0.05%	101
2024 Q2	$425K	Sell	5,314 -287	-5%	-$22.8K	0.05%	94
2024 Q1	$451K	Sell	5,601 -2,298	-29%	-$184K	0.06%	102
2023 Q4	$642K	Buy	+7,899	New	+$610K	0.09%	83

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spectrum Wealth Counsel's VCIT Position: Q1 2025 in Review

Spectrum Wealth Counsel sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2025, closing a stake of 4,523 shares — an estimated $363K sold.

Spectrum Wealth Counsel first reported a position in VCIT in Q4 2023 and held it in 5 quarters. The position peaked at $642K in Q4 2023. 1,181 funds tracked by Wall St. Rank hold VCIT as of Q1 2025.

Spectrum Wealth Counsel reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Spectrum Wealth Counsel sold 4,523 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2025, an estimated $363K.
Spectrum Wealth Counsel first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
Spectrum Wealth Counsel's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $642K in Q4 2023.
1,181 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.