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

WorthPointe’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 Q2	–	Sell	-4,238	Closed	-$340K	–	65
2023 Q1	$340K	Sell	4,238 -2,906	-41%	-$230K	0.22%	42
2022 Q4	$554K	Sell	7,144 -134	-2%	-$10.3K	0.37%	34
2022 Q3	$551K	Sell	7,278 -75	-1%	-$6.01K	0.46%	29
2022 Q2	$588K	Sell	7,353 -699	-9%	-$57.1K	0.49%	23
2022 Q1	$693K	Buy	+8,052	New	+$715K	0.56%	23

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

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

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

WorthPointe's VCIT Position: Q2 2023 in Review

WorthPointe sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2023, closing a stake of 4,238 shares — an estimated $340K sold.

WorthPointe first reported a position in VCIT in Q1 2022 and held it in 5 quarters. The position peaked at $693K in Q1 2022. 934 funds tracked by Wall St. Rank hold VCIT as of Q2 2023.

WorthPointe reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
WorthPointe sold 4,238 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2023, an estimated $340K.
WorthPointe first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
WorthPointe's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $693K in Q1 2022.
934 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2023.

Based on WorthPointe's 13F filing for Q2 2023, filed 11 Aug 2023.