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

Copperwynd Financial’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 		– Sell
-3,170
Closed -$251K – 143
2023
Q2 		$251K Buy
+3,170
New +$252K 0.12% 118

Other funds holding VCIT

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Fisher Asset Management
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copperwynd Financial's VCIT Position: Q3 2023 in Review

Copperwynd Financial sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2023, closing a stake of 3,170 shares — an estimated $251K sold.

Copperwynd Financial first reported a position in VCIT in Q2 2023 and held it in 1 quarter. The position peaked at $251K in Q2 2023. 927 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

  • Copperwynd Financial reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Copperwynd Financial sold 3,170 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2023, an estimated $251K.
  • Copperwynd Financial first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Copperwynd Financial's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $251K in Q2 2023.
  • 927 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on Copperwynd Financial's 13F filing for Q3 2023, filed 7 Nov 2023.