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	–	333
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Linscomb Wealth's VCIT Position: Q1 2023 in Review

Linscomb Wealth sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2023, closing a stake of 3,555 shares — an estimated $276K sold.

Linscomb Wealth first reported a position in VCIT in Q3 2019 and held it in 12 quarters. The position peaked at $670K in Q4 2021. 908 funds tracked by Wall St. Rank hold VCIT as of Q1 2023.

Linscomb Wealth reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Linscomb Wealth sold 3,555 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2023, an estimated $276K.
Linscomb Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2019 and held it in 12 quarters.
Linscomb Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $670K in Q4 2021.
908 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2023.

Based on Linscomb Wealth's 13F filing for Q1 2023, filed 11 May 2023.