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

Claro 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 Q2	–	Sell	-3,299	Closed	-$266K	–	456
2024 Q1	$266K	Sell	3,299 -9	-0.3%	-$722	0.05%	347
2023 Q4	$269K	Sell	3,308 -227	-6%	-$17.5K	0.06%	305
2023 Q3	$269K	Sell	3,535 -10	-0.3%	-$778	0.07%	289
2023 Q2	$280K	Buy	3,545 +271	+8%	+$21.5K	0.07%	274
2023 Q1	$263K	Buy	+3,274	New	+$260K	0.08%	270
2021 Q4	–	Sell	-3,503	Closed	-$331K	–	295
2021 Q3	$331K	Buy	+3,503	New	+$334K	0.14%	171
2019 Q1	–	Sell	-126	Closed	-$11K	–	900
2018 Q4	$11K	Buy	+126	New	+$10.4K	0.01%	662

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

Claro Advisors's VCIT Position: Q2 2024 in Review

Claro Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2024, closing a stake of 3,299 shares — an estimated $266K sold.

Claro Advisors first reported a position in VCIT in Q4 2018 and held it in 7 quarters. The position peaked at $331K in Q3 2021. 1,056 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

Claro Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Claro Advisors sold 3,299 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2024, an estimated $266K.
Claro Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and held it in 7 quarters.
Claro Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $331K in Q3 2021.
1,056 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on Claro Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.