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Carolinas Wealth Consulting’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Carolinas Wealth Consulting’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
2021
Q1 		– Sell
-30
Closed -$3K – 1003
2020
Q4 		$3K Hold
30
– – ﹤0.01% 720
2020
Q3 		$3K Buy
+30
New +$2.88K ﹤0.01% 661
2020
Q1 		– Sell
-103
Closed -$9K – 176
2019
Q4 		$9K Buy
+103
New +$9.39K 0.01% 78

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carolinas Wealth Consulting's VCIT Position: Q1 2021 in Review

Carolinas Wealth Consulting sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2021, closing a stake of 30 shares — an estimated $3K sold.

Carolinas Wealth Consulting first reported a position in VCIT in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 813 funds tracked by Wall St. Rank hold VCIT as of Q1 2021.

  • Carolinas Wealth Consulting reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 30 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2021, an estimated $3K.
  • Carolinas Wealth Consulting first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $9K in Q4 2019.
  • 813 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2021, filed 17 May 2021.