Von Berge Wealth Management Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Von Berge Wealth Management 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 Q4	–	Sell	-4,936	Closed	-$371K	–	65
2022 Q3	$371K	Sell	4,936 -1,748	-26%	-$140K	0.39%	36
2022 Q2	$540K	Sell	6,684 -1,642	-20%	-$134K	0.56%	31
2022 Q1	$693K	Sell	8,326 -3,486	-30%	-$309K	0.63%	30
2021 Q4	$1.07M	Buy	+11,812	New	+$1.11M	0.99%	25

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

Von Berge Wealth Management Group's VCIT Position: Q4 2022 in Review

Von Berge Wealth Management Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022, closing a stake of 4,936 shares — an estimated $371K sold.

Von Berge Wealth Management Group first reported a position in VCIT in Q4 2021 and held it in 4 quarters. The position peaked at $1.07M in Q4 2021. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

Von Berge Wealth Management Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Von Berge Wealth Management Group sold 4,936 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $371K.
Von Berge Wealth Management Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Von Berge Wealth Management Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.07M in Q4 2021.
896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on Von Berge Wealth Management Group's 13F filing for Q4 2022, filed 2 Feb 2023.