Ullmann Wealth Partners Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Ullmann Wealth Partners Group’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 Q3	–	Sell	-3,239	Closed	-$259K	–	87
2022 Q2	$259K	Buy	3,239 +144	+5%	+$11.8K	0.07%	72
2022 Q1	$266K	Hold	3,095	–	–	0.07%	70
2021 Q4	$287K	Hold	3,095	–	–	0.08%	73
2021 Q3	$292K	Hold	3,095	–	–	0.12%	65
2021 Q2	$294K	Hold	3,095	–	–	0.12%	65
2021 Q1	$288K	Hold	3,095	–	–	0.13%	63
2020 Q4	$301K	Hold	3,095	–	–	0.15%	57
2020 Q3	$297K	Hold	3,095	–	–	0.17%	55
2020 Q2	$294K	Hold	3,095	–	–	0.18%	52
2020 Q1	$269K	Sell	3,095 -92	-3%	-$8.37K	0.2%	42
2019 Q4	$291K	Sell	3,187 -304	-9%	-$27.7K	0.18%	50
2019 Q3	$319K	Hold	3,491	–	–	0.2%	43
2019 Q2	$313K	Sell	3,491 -58	-2%	-$5.07K	0.2%	46
2019 Q1	$308K	Sell	3,549 -1	-0%	-$85	0.2%	45
2018 Q4	$294K	Sell	3,550 -683	-16%	-$56.3K	0.22%	40
2018 Q3	$353K	Buy	4,233 +22	+0.5%	+$1.84K	0.23%	37
2018 Q2	$351K	Hold	4,211	–	–	0.24%	38
2018 Q1	$356K	Sell	4,211 -815	-16%	-$69.6K	0.25%	33
2017 Q4	$439K	Sell	5,026 -16,075	-76%	-$1.41M	0.3%	28
2017 Q3	$1.89M	Buy	21,101 +13,255	+169%	+$1.17M	1.89%	12
2017 Q2	$686K	Buy	7,846 +3,370	+75%	+$294K	0.49%	26
2017 Q1	$386K	Sell	4,476 -8,393	-65%	-$721K	0.32%	35
2016 Q4	$1.1M	Buy	+12,869	New	+$1.12M	1.05%	18

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ullmann Wealth Partners Group's VCIT Position: Q3 2022 in Review

Ullmann Wealth Partners Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 3,239 shares — an estimated $259K sold.

Ullmann Wealth Partners Group first reported a position in VCIT in Q4 2016 and held it in 23 quarters. The position peaked at $1.89M in Q3 2017. 853 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

Ullmann Wealth Partners Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Ullmann Wealth Partners Group sold 3,239 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $259K.
Ullmann Wealth Partners Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2016 and held it in 23 quarters.
Ullmann Wealth Partners Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.89M in Q3 2017.
853 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2022, filed 12 Oct 2022.