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LW
Linscomb Wealth’s
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
Stock Holding History
Linscomb Wealth’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
2023
Q1
–
Sell
-3,555
Closed
-$276K
–
321
2022
Q4
$276K
Buy
+3,555
New
+$273K
0.01%
292
2022
Q2
–
Sell
-4,328
Closed
-$372K
–
334
2022
Q1
$372K
Sell
4,328
-2,892
-40%
-$257K
0.02%
260
2021
Q4
$670K
Buy
7,220
+1,992
+38%
+$186K
0.03%
208
2021
Q3
$494K
Sell
5,228
-28
-0.5%
-$2.67K
0.03%
222
2021
Q2
$500K
Buy
5,256
+574
+12%
+$54K
0.03%
217
2021
Q1
$436K
Buy
4,682
+1,180
+34%
+$112K
0.02%
225
2020
Q4
$340K
Hold
3,502
–
–
0.02%
242
2020
Q3
$336K
Buy
3,502
+1
+0%
+$96
0.02%
227
2020
Q2
$333K
Sell
3,501
-2,672
-43%
-$246K
0.02%
231
2020
Q1
$538K
Sell
6,173
-748
-11%
-$68K
0.05%
237
2019
Q4
$632K
Buy
6,921
+3,643
+111%
+$332K
0.04%
296
2019
Q3
$299K
Buy
+3,278
New
+$297K
0.02%
227
Other funds holding VCIT
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
JSTA
Japan Science & Technology Agency
Tokyo, Japan
$4.81B AUM
4.62%
1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance
Tokyo, Japan
$2.93B AUM
4.27%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Canada, Ontario, Canada
$116B AUM
26.37%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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