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

Pin Oak 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
2024
Q2 		– Sell
-240
Closed -$19K – 489
2024
Q1 		$19K Hold
240
– – 0.02% 273
2023
Q4 		$20K Hold
240
– – 0.02% 267
2023
Q3 		$18K Hold
240
– – 0.02% 268
2023
Q2 		$19K Hold
240
– – 0.02% 263
2023
Q1 		$19K Hold
240
– – 0.02% 249
2022
Q4 		$19K Buy
+240
New +$18.5K 0.02% 235
2022
Q1 		– Sell
-3
Closed – – 444
2021
Q4 		$0 Buy
+3
New +$281 ﹤0.01% 438
2021
Q2 		– Sell
-3
Closed – – 432
2021
Q1 		$0 Buy
+3
New +$285 ﹤0.01% 434

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Creative Planning
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PP
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return