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

Optimum Investment 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
2023
Q4 		– Sell
-1,100
Closed -$83.6K – 724
2023
Q3 		$83.6K Hold
1,100
– – 0.04% 295
2023
Q2 		$86.9K Hold
1,100
– – 0.04% 297
2023
Q1 		$88.2K Sell
1,100
-2,200
-67% -$174K 0.05% 284
2022
Q4 		$256K Hold
3,300
– – 0.14% 159
2022
Q3 		$250K Hold
3,300
– – 0.13% 164
2022
Q2 		$264K Buy
3,300
+1,100
+50% +$89.8K 0.13% 158
2022
Q1 		$189K Sell
2,200
-50
-2% -$4.44K 0.08% 215
2021
Q4 		$209K Sell
2,250
-75
-3% -$7.02K 0.08% 210
2021
Q3 		$220K Sell
2,325
-675
-23% -$64.4K 0.09% 205
2021
Q2 		$285K Sell
3,000
-2,550
-46% -$240K 0.09% 205
2021
Q1 		$516K Sell
5,550
-600
-10% -$57K 0.15% 140
2020
Q4 		$597K Sell
6,150
-100
-2% -$9.63K 0.18% 122
2020
Q3 		$599K Hold
6,250
– – 0.2% 111
2020
Q2 		$595K Buy
6,250
+275
+5% +$25.3K 0.21% 111
2020
Q1 		$520K Sell
5,975
-175
-3% -$15.9K 0.21% 113
2019
Q4 		$562K Buy
6,150
+550
+10% +$50.2K 0.17% 149
2019
Q3 		$511K Buy
5,600
+3,575
+177% +$324K 0.16% 151
2019
Q2 		$182K Buy
2,025
+650
+47% +$56.9K 0.06% 282
2019
Q1 		$119K Buy
1,375
+100
+8% +$8.48K 0.04% 350
2018
Q4 		$106K Hold
1,275
– – 0.04% 354
2018
Q3 		$107K Hold
1,275
– – 0.03% 390
2018
Q2 		$106K Hold
1,275
– – 0.03% 394
2018
Q1 		$108K Buy
+1,275
New +$109K 0.03% 394

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Optimum Investment Advisors's VCIT Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2023, closing a stake of 1,100 shares — an estimated $83.6K sold.

Optimum Investment Advisors first reported a position in VCIT in Q1 2018 and held it in 23 quarters. The position peaked at $599K in Q3 2020. 1,044 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

  • Optimum Investment Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,100 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2023, an estimated $83.6K.
  • Optimum Investment Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2018 and held it in 23 quarters.
  • Optimum Investment Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $599K in Q3 2020.
  • 1,044 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.