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	–	413
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 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

JSTA

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

WealthPLAN Partners's VCIT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2023, closing a stake of 17 shares — an estimated $1.34K sold.

WealthPLAN Partners first reported a position in VCIT in Q1 2015 and held it in 7 quarters. The position peaked at $336K in Q3 2016. 929 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

WealthPLAN Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 17 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2023, an estimated $1.34K.
WealthPLAN Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $336K in Q3 2016.
929 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.