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

Strategies 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
2022
Q2 		$1.62M Sell
20,229
-10,088
-33% -$823K 0.46% 29
2022
Q1 		$2.61M Sell
30,317
-21,965
-42% -$1.95M 0.7% 24
2021
Q4 		$4.85M Buy
+52,282
New +$4.89M 1.36% 17

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $147B AUM 18.73% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategies Wealth Advisors's VCIT Position: Q2 2022 in Review

Strategies Wealth Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 33% in Q2 2022, selling an estimated $823K and leaving 20,229 shares worth $1.62M. The position accounts for 0.46% of the portfolio, ranked #29.

Strategies Wealth Advisors first reported a position in VCIT in Q4 2021 and has held it in 3 quarters since. The position peaked at $4.85M in Q4 2021. 864 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

  • Strategies Wealth Advisors held 20,229 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.62M as of Q2 2022.
  • Strategies Wealth Advisors sold 10,088 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $823K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.46% of Strategies Wealth Advisors's portfolio in Q2 2022, its #29 holding.
  • Strategies Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Strategies Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.85M in Q4 2021.
  • 864 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

Based on Strategies Wealth Advisors's 13F filing for Q2 2022, filed 27 Jun 2023.