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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
2024-03-31 $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 A Rate Cp Bd Etf (QLTA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Select Sector Spdr Tr Communication (XLC)
Abbott Laboratories (ABT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
General Dynamics Corporation (GD)

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
Royal Bank of Canada
Goldman Sachs Group
Wells Fargo & Company
Charles Schwab Investment Management
Dai-Ichi Life Insurance Company
Vanguard Group
UBS Group
Ronald Blue Trust
Nepc
Raymond James & Associates
Baird Financial

View all funds holding Vanguard Intermediate Tm Cpte Bd ETF