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Vanguard Intermediate Tm Cpte Bd ETF shares owned by Pacific Wealth Management

Quarter-by-quarter ownership of Vanguard Intermediate Tm Cpte Bd ETF (VCIT) shares owned by Pacific Wealth Management from 13F filings

Historical chart of Pacific Wealth Management investment in Vanguard Intermediate Tm Cpte Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate Tm Cpte Bd ETF held by Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate Tm Cpte Bd ETF by Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 168k 83.75
2024-06-30 $13M 159k 79.93
2024-03-31 $13M 153k 81.28
2023-12-31 $13M 153k 81.28
2023-06-30 $276k 3.5k 79.03
2023-03-31 $280k 3.5k 80.22
2022-12-31 $270k 3.5k 77.51

More positions owned by Pacific Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Abbvie (ABBV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Abbott Laboratories (ABT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Div Grwth (DGRO)
Qualcomm (QCOM)
Intuit (INTU)
Apple (AAPL)
Onto Innovation (ONTO)

View all positions for Pacific Wealth Management

Top funds holding Vanguard Intermediate Tm Cpte Bd ETF

Fisher Investments
Bank of America Corporation
Jpmorgan Chase & Co
Creative Planning
Prudential
Morgan Stanley
Japan Science & Technology Agency
Royal Bank of Canada
Goldman Sachs Group
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
D. E. Shaw & Co
Johns Hopkins University
State of Tennessee, Treasury Department

View all funds holding Vanguard Intermediate Tm Cpte Bd ETF