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

SOA 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
2024 Q3	–	Sell	-13	Closed	-$1.04K	–	860
2024 Q2	$1.04K	Sell	13 -23	-64%	-$1.83K	﹤0.01%	722
2024 Q1	$2.9K	Hold	36	–	–	﹤0.01%	665
2023 Q4	$2.93K	Sell	36 -48	-57%	-$3.71K	﹤0.01%	656
2023 Q3	$6.38K	Buy	84 +48	+133%	+$3.73K	﹤0.01%	579
2023 Q2	$2.85K	Hold	36	–	–	﹤0.01%	685
2023 Q1	$2.89K	Hold	36	–	–	﹤0.01%	685
2022 Q4	$2.79K	Sell	36 -133	-79%	-$10.2K	﹤0.01%	699
2022 Q3	$12K	Buy	169 +133	+369%	+$10.7K	﹤0.01%	488
2022 Q2	$2K	Hold	36	–	–	﹤0.01%	721
2022 Q1	$3K	Buy	+36	New	+$3.19K	﹤0.01%	774

Other funds holding VCIT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JSTA

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

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

SOA Wealth Advisors's VCIT Position: Q3 2024 in Review

SOA Wealth Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2024, closing a stake of 13 shares — an estimated $1.04K sold.

SOA Wealth Advisors first reported a position in VCIT in Q1 2022 and held it in 10 quarters. The position peaked at $12K in Q3 2022. 1,085 funds tracked by Wall St. Rank hold VCIT as of Q3 2024.

SOA Wealth Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
SOA Wealth Advisors sold 13 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2024, an estimated $1.04K.
SOA Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2022 and held it in 10 quarters.
SOA Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $12K in Q3 2022.
1,085 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2024.

Based on SOA Wealth Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.