TW
VCIT icon

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

TrinityPoint Wealth’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 		$1.87M Sell
23,330
-87
-0.4% -$7.1K 0.26% 88
2024
Q3 		$1.96M Buy
23,417
+254
+1% +$20.9K 0.28% 87
2024
Q2 		$1.85M Buy
23,163
+618
+3% +$49.1K 0.29% 88
2024
Q1 		$1.82M Sell
22,545
-815
-3% -$65.4K 0.3% 87
2023
Q4 		$1.9M Buy
23,360
+1,006
+5% +$77.7K 0.34% 77
2023
Q3 		$1.7M Sell
22,354
-404
-2% -$31.4K 0.34% 81
2023
Q2 		$1.8M Sell
22,758
-10,722
-32% -$852K 0.35% 79
2023
Q1 		$2.69M Sell
33,480
-6,410
-16% -$508K 0.58% 45
2022
Q4 		$3.09M Sell
39,890
-662
-2% -$50.9K 0.7% 34
2022
Q3 		$3.07M Sell
40,552
-12,961
-24% -$1.04M 0.7% 30
2022
Q2 		$4.28M Buy
53,513
+865
+2% +$70.6K 0.95% 23
2022
Q1 		$4.53M Sell
52,648
-19,904
-27% -$1.77M 0.82% 27
2021
Q4 		$6.73M Buy
72,552
+4,556
+7% +$426K 1.19% 15
2021
Q3 		$6.42M Buy
67,996
+22,465
+49% +$2.14M 1.23% 15
2021
Q2 		$4.33M Buy
45,531
+4,971
+12% +$468K 0.89% 27
2021
Q1 		$3.77M Buy
40,560
+1,345
+3% +$128K 0.88% 29
2020
Q4 		$3.79M Buy
39,215
+15,416
+65% +$1.49M 0.91% 25
2020
Q3 		$2.28M Buy
23,799
+2,368
+11% +$228K 0.63% 43
2020
Q2 		$2.04M Buy
21,431
+1,599
+8% +$147K 0.65% 40
2020
Q1 		$1.73M Buy
19,832
+10,191
+106% +$927K 0.68% 38
2019
Q4 		$880K Buy
9,641
+400
+4% +$36.5K 0.3% 88
2019
Q3 		$841K Buy
9,241
+384
+4% +$34.8K 0.29% 93
2019
Q2 		$797K Buy
+8,857
New +$775K 0.38% 68

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TrinityPoint Wealth's VCIT Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.37% in Q4 2024, selling an estimated $7.1K and leaving 23,330 shares worth $1.87M. The position accounts for 0.26% of the portfolio, ranked #88.

TrinityPoint Wealth first reported a position in VCIT in Q2 2019 and has held it in 23 quarters since. The position peaked at $6.73M in Q4 2021. 1,176 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

  • TrinityPoint Wealth held 23,330 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.87M as of Q4 2024.
  • TrinityPoint Wealth sold 87 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $7.1K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.26% of TrinityPoint Wealth's portfolio in Q4 2024, its #88 holding.
  • TrinityPoint Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2019 and has held it in 23 quarters since.
  • TrinityPoint Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $6.73M in Q4 2021.
  • 1,176 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.