Blue Bell Private Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Blue Bell Private 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
2024 Q2	–	Sell	-99	Closed	-$7.97K	–	736
2024 Q1	$7.97K	Sell	99 -1,619	-94%	-$130K	﹤0.01%	540
2023 Q4	$140K	Buy	1,718 +1,589	+1,232%	+$123K	0.03%	201
2023 Q3	$9.8K	Hold	129	–	–	﹤0.01%	423
2023 Q2	$10.2K	Buy	+129	New	+$10.3K	﹤0.01%	412

Other funds holding VCIT

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

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

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

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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

Blue Bell Private Wealth Management's VCIT Position: Q2 2024 in Review

Blue Bell Private Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2024, closing a stake of 99 shares — an estimated $7.97K sold.

Blue Bell Private Wealth Management first reported a position in VCIT in Q2 2023 and held it in 4 quarters. The position peaked at $140K in Q4 2023. 1,057 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

Blue Bell Private Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 99 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2024, an estimated $7.97K.
Blue Bell Private Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
Blue Bell Private Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $140K in Q4 2023.
1,057 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.