Balboa Wealth Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Balboa Wealth Partners’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	–	Sell	-2,647	Closed	-$212K	–	343
2023 Q1	$212K	Sell	2,647 -1,253	-32%	-$99.3K	0.08%	218
2022 Q4	$302K	Buy	3,900 +100	+3%	+$7.69K	0.14%	151
2022 Q3	$288K	Buy	+3,800	New	+$304K	0.13%	144

Other funds holding VCIT

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Balboa Wealth Partners's VCIT Position: Q2 2023 in Review

Balboa Wealth Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2023, closing a stake of 2,647 shares — an estimated $212K sold.

Balboa Wealth Partners first reported a position in VCIT in Q3 2022 and held it in 3 quarters. The position peaked at $302K in Q4 2022. 934 funds tracked by Wall St. Rank hold VCIT as of Q2 2023.

Balboa Wealth Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Balboa Wealth Partners sold 2,647 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2023, an estimated $212K.
Balboa Wealth Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
Balboa Wealth Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $302K in Q4 2022.
934 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2023.

Based on Balboa Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.