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

Beacon Bridge 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 Q1	–	Sell	-2,716	Closed	-$221K	–	113
2023 Q4	$221K	Sell	2,716 -526	-16%	-$40.6K	0.11%	92
2023 Q3	$246K	Sell	3,242 -480	-13%	-$37.3K	0.13%	79
2023 Q2	$294K	Buy	3,722 +30	+0.8%	+$2.38K	0.15%	63
2023 Q1	$296K	Sell	3,692 -302	-8%	-$23.9K	0.18%	65
2022 Q4	$310K	Buy	+3,994	New	+$307K	0.23%	59

Other funds holding VCIT

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

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

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

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

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

Beacon Bridge Wealth Partners's VCIT Position: Q1 2024 in Review

Beacon Bridge Wealth Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2024, closing a stake of 2,716 shares — an estimated $221K sold.

Beacon Bridge Wealth Partners first reported a position in VCIT in Q4 2022 and held it in 5 quarters. The position peaked at $310K in Q4 2022. 1,051 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

Beacon Bridge Wealth Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 2,716 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $221K.
Beacon Bridge Wealth Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Beacon Bridge Wealth Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $310K in Q4 2022.
1,051 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.