Talisman Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Talisman Wealth Advisors’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	-2,557	Closed	-$205K	–	110
2024 Q4	$205K	Sell	2,557 -815	-24%	-$66.5K	0.22%	100
2024 Q3	$283K	Sell	3,372 -231	-6%	-$19K	0.3%	78
2024 Q2	$288K	Sell	3,603 -152	-4%	-$12.1K	0.33%	71
2024 Q1	$302K	Sell	3,755 -256	-6%	-$20.5K	0.38%	68
2023 Q4	$326K	Sell	4,011 -125	-3%	-$9.66K	0.48%	61
2023 Q3	$314K	Buy	4,136 +22	+0.5%	+$1.71K	0.54%	59
2023 Q2	$325K	Sell	4,114 -69	-2%	-$5.48K	0.55%	61
2023 Q1	$336K	Sell	4,183 -165	-4%	-$13.1K	0.61%	57
2022 Q4	$337K	Buy	+4,348	New	+$334K	0.72%	48

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

Talisman Wealth Advisors's VCIT Position: Q1 2025 in Review

Talisman Wealth Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2025, closing a stake of 2,557 shares — an estimated $205K sold.

Talisman Wealth Advisors first reported a position in VCIT in Q4 2022 and held it in 9 quarters. The position peaked at $337K in Q4 2022. 1,181 funds tracked by Wall St. Rank hold VCIT as of Q1 2025.

Talisman Wealth Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Talisman Wealth Advisors sold 2,557 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2025, an estimated $205K.
Talisman Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
Talisman Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $337K in Q4 2022.
1,181 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2025.

Based on Talisman Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.