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

Baystate 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
2023 Q4	$16.1K	Buy	197 +42	+27%	+$3.25K	﹤0.01%	612
2023 Q3	$11.8K	Sell	155 -32	-17%	-$2.49K	﹤0.01%	552
2023 Q2	$14.8K	Buy	187 +154	+467%	+$12.2K	﹤0.01%	502
2023 Q1	$2.65K	Buy	+33	New	+$2.62K	﹤0.01%	794
2022 Q1	–	Sell	-130	Closed	-$12K	–	941
2021 Q4	$12K	Buy	130 +2	+2%	+$187	﹤0.01%	552
2021 Q3	$12K	Buy	+128	New	+$12.2K	﹤0.01%	512
2020 Q2	–	Sell	-23	Closed	-$2K	–	748
2020 Q1	$2K	Sell	23 -115	-83%	-$10.5K	﹤0.01%	518
2019 Q4	$13K	Buy	138 +2	+1%	+$182	﹤0.01%	380
2019 Q3	$12K	Buy	+136	New	+$12.3K	﹤0.01%	348

Other funds holding VCIT

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baystate Wealth Management's VCIT Position: Q4 2023 in Review

Baystate Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 27% in Q4 2023, buying an estimated $3.25K and bringing the position to 197 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Baystate Wealth Management first reported a position in VCIT in Q3 2019 and has held it in 9 quarters since. 1,041 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

Baystate Wealth Management held 197 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $16.1K as of Q4 2023.
Baystate Wealth Management bought 42 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2023, an estimated $3.25K.
Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #612 holding.
Baystate Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2019 and has held it in 9 quarters since.
1,041 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.