TCWP’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

TCWP’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
2023 Q4	–	Sell	-30,747	Closed	-$2.34M	–	102
2023 Q3	$2.34M	Sell	30,747 -1,100	-3%	-$85.6K	1.78%	19
2023 Q2	$2.52M	Sell	31,847 -4,059	-11%	-$323K	0.54%	54
2023 Q1	$2.88M	Buy	35,906 +941	+3%	+$74.6K	0.55%	56
2022 Q4	$2.71M	Sell	34,965 -1,072	-3%	-$82.4K	0.55%	58
2022 Q3	$2.73M	Buy	36,037 +460	+1%	+$36.9K	0.58%	57
2022 Q2	$2.85M	Sell	35,577 -4,467	-11%	-$365K	0.61%	46
2022 Q1	$3.44M	Sell	40,044 -47,539	-54%	-$4.22M	0.63%	42
2021 Q4	$8.12M	Buy	+87,583	New	+$8.2M	1.61%	12

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

JSTA

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCWP's VCIT Position: Q4 2023 in Review

TCWP sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2023, closing a stake of 30,747 shares — an estimated $2.34M sold.

TCWP first reported a position in VCIT in Q4 2021 and held it in 8 quarters. The position peaked at $8.12M in Q4 2021. 1,044 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

TCWP reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
TCWP sold 30,747 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2023, an estimated $2.34M.
TCWP first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
TCWP's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $8.12M in Q4 2021.
1,044 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.