Copperleaf Capital’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Copperleaf Capital’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 Q4	–	Sell	-10,479	Closed	-$793K	–	81
2022 Q3	$793K	Hold	10,479	–	–	0.86%	33
2022 Q2	$839K	Hold	10,479	–	–	0.85%	37
2022 Q1	$902K	Sell	10,479 -52	-0.5%	-$4.62K	0.8%	39
2021 Q4	$977K	Buy	10,531 +142	+1%	+$13.3K	0.84%	40
2021 Q3	$981K	Buy	10,389 +3,937	+61%	+$376K	0.94%	34
2021 Q2	$613K	Hold	6,452	–	–	0.6%	45
2021 Q1	$600K	Buy	6,452 +1,300	+25%	+$124K	0.64%	42
2020 Q4	$500K	Sell	5,152 -15,175	-75%	-$1.46M	0.43%	42
2020 Q3	$1.95M	Sell	20,327 -457	-2%	-$44K	1.87%	18
2020 Q2	$1.98M	Buy	20,784 +240	+1%	+$22.1K	2.05%	16
2020 Q1	$1.79M	Buy	20,544 +6,608	+47%	+$601K	2.15%	17
2019 Q4	$1.27M	Buy	+13,936	New	+$1.27M	1.29%	26

Other funds holding VCIT

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Copperleaf Capital's VCIT Position: Q4 2022 in Review

Copperleaf Capital sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022, closing a stake of 10,479 shares — an estimated $793K sold.

Copperleaf Capital first reported a position in VCIT in Q4 2019 and held it in 12 quarters. The position peaked at $1.98M in Q2 2020. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

Copperleaf Capital reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Copperleaf Capital sold 10,479 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $793K.
Copperleaf Capital first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
Copperleaf Capital's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.98M in Q2 2020.
896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on Copperleaf Capital's 13F filing for Q4 2022, filed 10 Feb 2023.