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

WealthSource 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 Q4	$271K	Buy	+3,330	New	+$257K	0.02%	433
2022 Q4	–	Sell	-8,382	Closed	-$634K	–	532
2022 Q3	$634K	Buy	8,382 +4,356	+108%	+$349K	0.05%	255
2022 Q2	$322K	Buy	+4,026	New	+$329K	0.02%	388
2020 Q2	–	Sell	-5,732	Closed	-$499K	–	392
2020 Q1	$499K	Buy	+5,732	New	+$521K	0.08%	171
2019 Q3	–	Sell	-4,997	Closed	-$449K	–	477
2019 Q2	$449K	Buy	+4,997	New	+$437K	0.07%	259

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

WealthSource Partners's VCIT Position: Q4 2023 in Review

WealthSource Partners opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2023: 3,330 shares worth $271K. The stake represents 0.02% of the portfolio and ranks #433 among its holdings. This is a return to the name: WealthSource Partners previously reported a position in VCIT as recently as Q3 2022.

WealthSource Partners first reported a position in VCIT in Q2 2019 and has held it in 5 quarters since. The position peaked at $634K in Q3 2022. 1,041 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

WealthSource Partners held 3,330 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $271K as of Q4 2023.
Vanguard Intermediate-Term Corporate Bond ETF was a new WealthSource Partners position in Q4 2023.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #433 holding.
WealthSource Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2019 and has held it in 5 quarters since.
WealthSource Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $634K in Q3 2022.
1,041 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.