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

Watershed Private 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 Q2	–	Sell	-7,602	Closed	-$612K	–	125
2024 Q1	$612K	Sell	7,602 -5,903	-44%	-$474K	0.27%	67
2023 Q4	$1.1M	Sell	13,505 -1,479	-10%	-$114K	0.61%	44
2023 Q3	$1.14M	Sell	14,984 -313	-2%	-$24.4K	0.7%	42
2023 Q2	$1.21M	Sell	15,297 -2,826	-16%	-$225K	0.73%	37
2023 Q1	$1.45M	Sell	18,123 -425	-2%	-$33.7K	0.98%	32
2022 Q4	$1.44M	Buy	+18,548	New	+$1.43M	1.09%	31

Other funds holding VCIT

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

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

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Watershed Private Wealth's VCIT Position: Q2 2024 in Review

Watershed Private Wealth sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2024, closing a stake of 7,602 shares — an estimated $612K sold.

Watershed Private Wealth first reported a position in VCIT in Q4 2022 and held it in 6 quarters. The position peaked at $1.45M in Q1 2023. 1,055 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

Watershed Private Wealth reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Watershed Private Wealth sold 7,602 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2024, an estimated $612K.
Watershed Private Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
Watershed Private Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.45M in Q1 2023.
1,055 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on Watershed Private Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.