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

Adams 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
2025 Q1	–	Sell	-88,559	Closed	-$7.11M	–	158
2024 Q4	$7.11M	Buy	88,559 +14,030	+19%	+$1.15M	1.36%	20
2024 Q3	$6.24M	Buy	74,529 +6,946	+10%	+$571K	1.34%	20
2024 Q2	$5.4M	Buy	67,583 +6,931	+11%	+$550K	1.24%	20
2024 Q1	$4.88M	Buy	60,652 +13,842	+30%	+$1.11M	1.19%	20
2023 Q4	$3.8M	Buy	46,810 +16,556	+55%	+$1.28M	1.13%	19
2023 Q3	$2.3M	Buy	30,254 +2,057	+7%	+$160K	0.78%	22
2023 Q2	$2.23M	Buy	28,197 +1,343	+5%	+$107K	0.7%	24
2023 Q1	$2.15M	Sell	26,854 -8,025	-23%	-$636K	0.7%	27
2022 Q4	$2.7M	Buy	34,879 +14,951	+75%	+$1.15M	0.95%	18
2022 Q3	$1.51M	Buy	+19,928	New	+$1.6M	0.56%	20

Other funds holding VCIT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Adams Wealth Management's VCIT Position: Q1 2025 in Review

Adams Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2025, closing a stake of 88,559 shares — an estimated $7.11M sold.

Adams Wealth Management first reported a position in VCIT in Q3 2022 and held it in 10 quarters. The position peaked at $7.11M in Q4 2024. 1,185 funds tracked by Wall St. Rank hold VCIT as of Q1 2025.

Adams Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Adams Wealth Management sold 88,559 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2025, an estimated $7.11M.
Adams Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2022 and held it in 10 quarters.
Adams Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $7.11M in Q4 2024.
1,185 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2025.

Based on Adams Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.