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Conrad Siegel Investment Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Conrad Siegel Investment 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
Q3 		– Sell
-3,953
Closed -$316K – 25
2022
Q2 		$316K Buy
+3,953
New +$323K 0.34% 25

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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Conrad Siegel Investment Advisors's VCIT Position: Q3 2022 in Review

Conrad Siegel Investment Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 3,953 shares — an estimated $316K sold.

Conrad Siegel Investment Advisors first reported a position in VCIT in Q2 2022 and held it in 1 quarter. The position peaked at $316K in Q2 2022. 853 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

  • Conrad Siegel Investment Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 3,953 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $316K.
  • Conrad Siegel Investment Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Conrad Siegel Investment Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $316K in Q2 2022.
  • 853 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Conrad Siegel Investment Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.