EisnerAmper Wealth Management Corporate Benefits’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	$280K	Buy	+3,443	New	+$266K	0.1%	61
2021 Q3	–	Sell	-2,337	Closed	-$222K	–	52
2021 Q2	$222K	Buy	+2,337	New	+$220K	0.11%	46
2020 Q3	–	Sell	-2,662	Closed	-$253K	–	48
2020 Q2	$253K	Hold	2,662	–	–	0.17%	40
2020 Q1	$232K	Buy	+2,662	New	+$242K	0.16%	34

Other funds holding VCIT

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

EisnerAmper Wealth Management Corporate Benefits's VCIT Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2023: 3,443 shares worth $280K. The stake represents 0.1% of the portfolio and ranks #61 among its holdings. This is a return to the name: EisnerAmper Wealth Management Corporate Benefits previously reported a position in VCIT as recently as Q2 2021.

EisnerAmper Wealth Management Corporate Benefits first reported a position in VCIT in Q1 2020 and has held it in 4 quarters since. 1,041 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 3,443 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $280K as of Q4 2023.
Vanguard Intermediate-Term Corporate Bond ETF was a new EisnerAmper Wealth Management Corporate Benefits position in Q4 2023.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.1% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #61 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2020 and has held it in 4 quarters since.
1,041 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.