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Beam Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Beam Wealth Advisors’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
-2,734
Closed -$222K – 120
2023
Q4 		$222K Buy
2,734
+95
+4% +$7.34K 0.14% 93
2023
Q3 		$201K Sell
2,639
-3,550
-57% -$276K 0.14% 92
2023
Q2 		$489K Sell
6,189
-14
-0.2% -$1.11K 0.34% 54
2023
Q1 		$498K Sell
6,203
-607
-9% -$48.1K 0.5% 51
2022
Q4 		$528K Sell
6,810
-1,833
-21% -$141K 0.55% 51
2022
Q3 		$654K Buy
8,643
+168
+2% +$13.5K 0.73% 47
2022
Q2 		$678K Sell
8,475
-2,537
-23% -$207K 0.75% 47
2022
Q1 		$947K Sell
11,012
-591
-5% -$52.5K 1.09% 29
2021
Q4 		$1.08M Buy
11,603
+24
+0.2% +$2.25K 1.23% 29
2021
Q3 		$1.09M Buy
11,579
+975
+9% +$93.1K 0.94% 32
2021
Q2 		$1.01M Sell
10,604
-1,829
-15% -$172K 0.87% 37
2021
Q1 		$1.16M Buy
12,433
+135
+1% +$12.8K 1.03% 30
2020
Q4 		$1.2M Buy
12,298
+291
+2% +$28K 1.13% 24
2020
Q3 		$1.15M Buy
12,007
+1,352
+13% +$130K 1.08% 28
2020
Q2 		$1.02M Buy
10,655
+3,088
+41% +$284K 1.02% 29
2020
Q1 		$659K Sell
7,567
-2,828
-27% -$257K 0.65% 49
2019
Q4 		$949K Buy
+10,395
New +$948K 0.88% 34

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Beam Wealth Advisors's VCIT Position: Q1 2024 in Review

Beam Wealth Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2024, closing a stake of 2,734 shares — an estimated $222K sold.

Beam Wealth Advisors first reported a position in VCIT in Q4 2019 and held it in 17 quarters. The position peaked at $1.2M in Q4 2020. 1,050 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

  • Beam Wealth Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 2,734 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $222K.
  • Beam Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and held it in 17 quarters.
  • Beam Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.2M in Q4 2020.
  • 1,050 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on Beam Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.