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ShoreHaven Wealth Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-1,503
Closed -$140K – 244
2021
Q1 		$140K Buy
1,503
+5
+0.3% +$475 0.08% 72
2020
Q4 		$146K Buy
+1,498
New +$144K 0.08% 61

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CSIA
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Creative Planning
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MYLI
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FRBONY
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ShoreHaven Wealth Partners's VCIT Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2021, closing a stake of 1,503 shares — an estimated $140K sold.

ShoreHaven Wealth Partners first reported a position in VCIT in Q4 2020 and held it in 2 quarters. The position peaked at $146K in Q4 2020. 836 funds tracked by Wall St. Rank hold VCIT as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 1,503 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2021, an estimated $140K.
  • ShoreHaven Wealth Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $146K in Q4 2020.
  • 836 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.