Insight Wealth Strategies’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Insight Wealth Strategies’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 Q2	–	Sell	-2,429	Closed	-$226K	–	236
2021 Q1	$226K	Sell	2,429 -193	-7%	-$18.3K	0.03%	209
2020 Q4	$255K	Sell	2,622 -83	-3%	-$8K	0.04%	189
2020 Q3	$259K	Sell	2,705 -422	-13%	-$40.6K	0.05%	161
2020 Q2	$297K	Sell	3,127 -1,851	-37%	-$170K	0.07%	129
2020 Q1	$434K	Sell	4,978 -201,656	-98%	-$18.3M	0.12%	86
2019 Q4	$18.9M	Buy	206,634 +8,806	+4%	+$803K	4%	7
2019 Q3	$18.1M	Buy	+197,828	New	+$17.9M	4.24%	6

Other funds holding VCIT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Insight Wealth Strategies's VCIT Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2021, closing a stake of 2,429 shares — an estimated $226K sold.

Insight Wealth Strategies first reported a position in VCIT in Q3 2019 and held it in 7 quarters. The position peaked at $18.9M in Q4 2019. 836 funds tracked by Wall St. Rank hold VCIT as of Q2 2021.

Insight Wealth Strategies reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Insight Wealth Strategies sold 2,429 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2021, an estimated $226K.
Insight Wealth Strategies first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2019 and held it in 7 quarters.
Insight Wealth Strategies's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $18.9M in Q4 2019.
836 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.