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Regent Peak Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-1,199
Closed -$116K – 951
2020
Q4 		$116K Buy
+1,199
New +$116K 0.04% 196

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Regent Peak Wealth Advisors's VCIT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2021, closing a stake of 1,199 shares — an estimated $116K sold.

Regent Peak Wealth Advisors first reported a position in VCIT in Q4 2020 and held it in 1 quarter. The position peaked at $116K in Q4 2020. 813 funds tracked by Wall St. Rank hold VCIT as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,199 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2021, an estimated $116K.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $116K in Q4 2020.
  • 813 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.