StrategIQ Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

StrategIQ Financial Group’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
2023 Q4	$1.02M	Buy	12,609 +292	+2%	+$22.6K	0.12%	143
2023 Q3	$936K	Sell	12,317 -728	-6%	-$56.6K	0.11%	146
2023 Q2	$1.03M	Buy	13,045 +7,267	+126%	+$577K	0.12%	138
2023 Q1	$464K	Sell	5,778 -175	-3%	-$13.9K	0.05%	205
2022 Q4	$461K	Sell	5,953 -740	-11%	-$56.9K	0.05%	198
2022 Q3	$507K	Sell	6,693 -3,360	-33%	-$269K	0.06%	182
2022 Q2	$804K	Buy	10,053 +3,730	+59%	+$304K	0.1%	143
2022 Q1	$544K	Sell	6,323 -176	-3%	-$15.6K	0.06%	187
2021 Q4	$603K	Buy	+6,499	New	+$608K	0.06%	180

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

JSTA

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

StrategIQ Financial Group's VCIT Position: Q4 2023 in Review

StrategIQ Financial Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 2.4% in Q4 2023, buying an estimated $22.6K and bringing the position to 12,609 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #143.

StrategIQ Financial Group first reported a position in VCIT in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.03M in Q2 2023. 1,044 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

StrategIQ Financial Group held 12,609 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.02M as of Q4 2023.
StrategIQ Financial Group bought 292 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2023, an estimated $22.6K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.12% of StrategIQ Financial Group's portfolio in Q4 2023, its #143 holding.
StrategIQ Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and has held it in 9 quarters since.
StrategIQ Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.03M in Q2 2023.
1,044 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.