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Atlantic Edge Private Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Atlantic Edge Private 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
2024
Q1 		– Sell
-2,070
Closed -$168K – 508
2023
Q4 		$168K Buy
+2,070
New +$160K 0.07% 131

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JP Morgan Chase
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlantic Edge Private Wealth Management's VCIT Position: Q1 2024 in Review

Atlantic Edge Private Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2024, closing a stake of 2,070 shares — an estimated $168K sold.

Atlantic Edge Private Wealth Management first reported a position in VCIT in Q4 2023 and held it in 1 quarter. The position peaked at $168K in Q4 2023. 1,051 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 2,070 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $168K.
  • Atlantic Edge Private Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $168K in Q4 2023.
  • 1,051 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.