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WealthPLAN Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-17
Closed -$1.34K – 1135
2023
Q2 		$1.34K Sell
17
-285
-94% -$22.6K ﹤0.01% 1118
2023
Q1 		$24.2K Buy
+302
New +$23.9K ﹤0.01% 689
2017
Q2 		– Sell
-13
Closed -$1.13K – 415
2017
Q1 		$1.13K Buy
+13
New +$1.12K ﹤0.01% 424
2016
Q3 		$336K Sell
3,773
-1,189
-24% -$106K 0.11% 110
2016
Q2 		$232K Buy
+4,962
New +$435K 0.03% 336
2015
Q4 		$102K Buy
+1,212
New +$103K 0.02% 411
2015
Q2 		– Sell
-697
Closed -$61K – 510
2015
Q1 		$61K Buy
+697
New +$60.9K 0.03% 220

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return