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AJ Wealth Strategies’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$295K Sell
3,736
-11
-0.3% -$874 0.01% 236
2023
Q1 		$301K Hold
3,747
– – 0.02% 229
2022
Q4 		$290K Sell
3,747
-95,899
-96% -$7.37M 0.02% 239
2022
Q3 		$7.54M Sell
99,646
-4,130
-4% -$331K 0.44% 36
2022
Q2 		$8.3M Sell
103,776
-7,166
-6% -$585K 0.44% 30
2022
Q1 		$9.54M Sell
110,942
-2,943
-3% -$261K 0.47% 32
2021
Q4 		$10.6M Buy
113,885
+4,228
+4% +$396K 0.5% 32
2021
Q3 		$10.4M Buy
109,657
+73,061
+200% +$6.98M 0.56% 29
2021
Q2 		$3.48M Buy
36,596
+599
+2% +$56.4K 0.21% 52
2021
Q1 		$3.35M Sell
35,997
-16,246
-31% -$1.54M 0.24% 48
2020
Q4 		$5.08M Buy
52,243
+7,341
+16% +$707K 0.44% 27
2020
Q3 		$4.3M Buy
44,902
+3,895
+9% +$375K 0.44% 30
2020
Q2 		$3.9M Buy
41,007
+6,281
+18% +$578K 0.43% 29
2020
Q1 		$3.02M Sell
34,726
-58,977
-63% -$5.36M 0.41% 32
2019
Q4 		$8.56M Buy
93,703
+9,149
+11% +$834K 1% 19
2019
Q3 		$7.71M Buy
84,554
+68,159
+416% +$6.17M 1.02% 20
2019
Q2 		$1.47M Hold
16,395
– – 0.22% 45
2019
Q1 		$1.42M Hold
16,395
– – 0.24% 41
2018
Q4 		$1.36M Sell
16,395
-2,669
-14% -$220K 0.26% 43
2018
Q3 		$1.59M Buy
19,064
+1,271
+7% +$106K 0.29% 35
2018
Q2 		$1.49M Sell
17,793
-6,045
-25% -$506K 0.31% 33
2018
Q1 		$2.02M Sell
23,838
-13,177
-36% -$1.13M 0.48% 26
2017
Q4 		$3.23M Buy
37,015
+20,033
+118% +$1.76M 0.81% 19
2017
Q3 		$1.5M Buy
+16,982
New +$1.49M 0.49% 30

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AJ Wealth Strategies's VCIT Position: Q2 2023 in Review

AJ Wealth Strategies reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.29% in Q2 2023, selling an estimated $874 and leaving 3,736 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #236.

AJ Wealth Strategies first reported a position in VCIT in Q3 2017 and has held it in 24 quarters since. The position peaked at $10.6M in Q4 2021. 932 funds tracked by Wall St. Rank hold VCIT as of Q2 2023.

  • AJ Wealth Strategies held 3,736 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $295K as of Q2 2023.
  • AJ Wealth Strategies sold 11 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2023, an estimated $874.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #236 holding.
  • AJ Wealth Strategies first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2017 and has held it in 24 quarters since.
  • AJ Wealth Strategies's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $10.6M in Q4 2021.
  • 932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.