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

Baldwin 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
2024
Q4 		– Sell
-329
Closed -$27.6K – 984
2024
Q3 		$27.6K Buy
+329
New +$27.1K ﹤0.01% 649

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JP Morgan Chase
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Baldwin Wealth Partners's VCIT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 329 shares — an estimated $27.6K sold.

Baldwin Wealth Partners first reported a position in VCIT in Q3 2024 and held it in 1 quarter. The position peaked at $27.6K in Q3 2024. 1,180 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 329 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $27.6K.
  • Baldwin Wealth Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $27.6K in Q3 2024.
  • 1,180 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.