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

Waterfront 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
2023 Q4	–	Sell	-16,731	Closed	-$1.25M	–	252
2023 Q3	$1.25M	Sell	16,731 -41,484	-71%	-$3.23M	0.41%	71
2023 Q2	$4.6M	Buy	58,215 +17,150	+42%	+$1.36M	1.37%	17
2023 Q1	$3.29M	Buy	41,065 +3,585	+10%	+$284K	1.08%	21
2022 Q4	$3.02M	Buy	37,480 +696	+2%	+$53.5K	1.04%	20
2022 Q3	$2.78M	Buy	36,784 +9,882	+37%	+$792K	1.06%	20
2022 Q2	$2.15M	Buy	26,902 +9,227	+52%	+$753K	0.87%	29
2022 Q1	$1.48M	Buy	17,675 +12,010	+212%	+$1.07M	0.52%	45
2021 Q4	$525K	Buy	+5,665	New	+$530K	0.21%	116

Other funds holding VCIT

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waterfront Wealth's VCIT Position: Q4 2023 in Review

Waterfront Wealth sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2023, closing a stake of 16,731 shares — an estimated $1.25M sold.

Waterfront Wealth first reported a position in VCIT in Q4 2021 and held it in 8 quarters. The position peaked at $4.6M in Q2 2023. 1,042 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

Waterfront Wealth reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Waterfront Wealth sold 16,731 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2023, an estimated $1.25M.
Waterfront Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
Waterfront Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.6M in Q2 2023.
1,042 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on Waterfront Wealth's 13F filing for Q4 2023, filed 31 Jan 2024.