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

Sugarloaf 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 Q4	$190K	Buy	2,368 +602	+34%	+$49.1K	0.04%	168
2024 Q3	$148K	Sell	1,766 -270	-13%	-$22.2K	0.03%	203
2024 Q2	$163K	Buy	2,036 +262	+15%	+$20.8K	0.03%	177
2024 Q1	$143K	Buy	1,774 +285	+19%	+$22.9K	0.03%	194
2023 Q4	$121K	Buy	1,489 +5	+0.3%	+$386	0.03%	203
2023 Q3	$113K	Buy	1,484 +773	+109%	+$60.1K	0.03%	193
2023 Q2	$56.2K	Buy	711 +73	+11%	+$5.8K	0.01%	273
2023 Q1	$51.2K	Buy	638 +41	+7%	+$3.25K	0.01%	286
2022 Q4	$46.3K	Buy	+597	New	+$45.9K	0.01%	297

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sugarloaf Wealth Management's VCIT Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 34% in Q4 2024, buying an estimated $49.1K and bringing the position to 2,368 shares worth $190K. The position accounts for 0.04% of the portfolio, ranked #168.

Sugarloaf Wealth Management first reported a position in VCIT in Q4 2022 and has held it in 9 quarters since. 1,176 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

Sugarloaf Wealth Management held 2,368 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $190K as of Q4 2024.
Sugarloaf Wealth Management bought 602 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $49.1K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #168 holding.
Sugarloaf Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and has held it in 9 quarters since.
1,176 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.