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

Strategic 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
2024
Q4 		– Sell
-2,453
Closed -$206K – 86
2024
Q3 		$206K Buy
+2,453
New +$202K 0.04% 78

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Planning Group's VCIT Position: Q4 2024 in Review

Strategic Planning Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 2,453 shares — an estimated $206K sold.

Strategic Planning Group first reported a position in VCIT in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 1,179 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

  • Strategic Planning Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Planning Group sold 2,453 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $206K.
  • Strategic Planning Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Strategic Planning Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $206K in Q3 2024.
  • 1,179 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Strategic Planning Group's 13F filing for Q4 2024, filed 23 Jan 2025.