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

Tyler-Stone 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
2022 Q4	–	Sell	-2,297	Closed	-$177K	–	907
2022 Q3	$174K	Hold	2,297	–	–	0.13%	146
2022 Q2	$184K	Hold	2,297	–	–	0.12%	158
2022 Q1	$198K	Buy	2,297 +532	+30%	+$47.2K	0.11%	174
2021 Q4	$164K	Buy	+1,765	New	+$165K	0.09%	213

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JSTA

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

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

Tyler-Stone Wealth Management's VCIT Position: Q4 2022 in Review

Tyler-Stone Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022, closing a stake of 2,297 shares — an estimated $177K sold.

Tyler-Stone Wealth Management first reported a position in VCIT in Q4 2021 and held it in 4 quarters. The position peaked at $198K in Q1 2022. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

Tyler-Stone Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Tyler-Stone Wealth Management sold 2,297 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $177K.
Tyler-Stone Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Tyler-Stone Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $198K in Q1 2022.
896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.