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

Sutton 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
2023 Q3	$1.33M	Buy	17,532 +3,836	+28%	+$298K	0.66%	27
2023 Q2	$1.08M	Buy	13,696 +5,299	+63%	+$421K	0.52%	34
2023 Q1	$674K	Buy	8,397 +5,739	+216%	+$455K	0.36%	50
2022 Q4	$206K	Buy	+2,658	New	+$204K	0.08%	172
2018 Q3	–	Sell	-140	Closed	-$11.7K	–	1165
2018 Q2	$11.7K	Hold	140	–	–	0.01%	795
2018 Q1	$11.9K	Hold	140	–	–	0.01%	766
2017 Q4	$12.2K	Hold	140	–	–	0.01%	720
2017 Q3	$12.3K	Hold	140	–	–	0.01%	711
2017 Q2	$12.3K	Hold	140	–	–	0.01%	695
2017 Q1	$12.1K	Hold	140	–	–	0.01%	665
2016 Q4	$12K	Sell	140 -150	-52%	-$13.1K	0.01%	644
2016 Q3	$26K	Hold	290	–	–	0.02%	391
2016 Q2	$25.9K	Hold	290	–	–	0.02%	378
2016 Q1	$25.2K	Buy	+290	New	+$24.6K	0.02%	378

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's VCIT Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 28% in Q3 2023, buying an estimated $298K and bringing the position to 17,532 shares worth $1.33M. The position accounts for 0.66% of the portfolio, ranked #27.

Sutton Wealth Advisors first reported a position in VCIT in Q1 2016 and has held it in 14 quarters since. 927 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

Sutton Wealth Advisors held 17,532 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.33M as of Q3 2023.
Sutton Wealth Advisors bought 3,836 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2023, an estimated $298K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.66% of Sutton Wealth Advisors's portfolio in Q3 2023, its #27 holding.
Sutton Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2016 and has held it in 14 quarters since.
927 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.