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WR Wealth Planners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

WR Wealth Planners’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
Q4 		$6.67K Buy
83
+1
+1% +$82 ﹤0.01% 646
2024
Q3 		$6.86K Buy
82
+1
+1% +$82 ﹤0.01% 688
2024
Q2 		$6.47K Hold
81
– – ﹤0.01% 670
2024
Q1 		$6.52K Buy
+81
New +$6.5K ﹤0.01% 673

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WR Wealth Planners's VCIT Position: Q4 2024 in Review

WR Wealth Planners increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 1.2% in Q4 2024, buying an estimated $82 and bringing the position to 83 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

WR Wealth Planners first reported a position in VCIT in Q1 2024 and has held it in 4 quarters since. The position peaked at $6.86K in Q3 2024. 1,177 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

  • WR Wealth Planners held 83 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $6.67K as of Q4 2024.
  • WR Wealth Planners bought 1 Vanguard Intermediate-Term Corporate Bond ETF share in Q4 2024, an estimated $82.
  • Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #646 holding.
  • WR Wealth Planners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $6.86K in Q3 2024.
  • 1,177 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.