WT Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

WT Wealth Management’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
2022 Q4	–	Sell	-5,528	Closed	-$418K	–	108
2022 Q3	$418K	Sell	5,528 -7,897	-59%	-$633K	0.21%	76
2022 Q2	$1.07M	Sell	13,425 -44,677	-77%	-$3.65M	0.53%	68
2022 Q1	$5M	Sell	58,102 -9,290	-14%	-$825K	1.92%	11
2021 Q4	$6.25M	Buy	67,392 +11,733	+21%	+$1.1M	2.29%	7
2021 Q3	$5.25M	Sell	55,659 -661	-1%	-$63.1K	2.03%	10
2021 Q2	$5.35M	Buy	56,320 +20,217	+56%	+$1.9M	2.17%	8
2021 Q1	$3.36M	Buy	36,103 +16,646	+86%	+$1.58M	1.55%	15
2020 Q4	$1.89M	Buy	19,457 +12,882	+196%	+$1.24M	1.03%	32
2020 Q3	$629K	Buy	+6,575	New	+$632K	0.42%	65

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

MYLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JSTA

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

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

WT Wealth Management's VCIT Position: Q4 2022 in Review

WT Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022, closing a stake of 5,528 shares — an estimated $418K sold.

WT Wealth Management first reported a position in VCIT in Q3 2020 and held it in 9 quarters. The position peaked at $6.25M in Q4 2021. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

WT Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
WT Wealth Management sold 5,528 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $418K.
WT Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2020 and held it in 9 quarters.
WT Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $6.25M in Q4 2021.
896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on WT Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.