Ellevest Inc’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Ellevest Inc’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 Q1	–	Sell	-302	Closed	-$23.4K	–	2069
2022 Q4	$23.4K	Sell	302 -322	-52%	-$24.8K	﹤0.01%	807
2022 Q3	$47K	Buy	+624	New	+$50K	﹤0.01%	600
2022 Q2	–	Sell	-1,385	Closed	-$119K	–	1698
2022 Q1	$119K	Hold	1,385	–	–	0.01%	386
2021 Q4	$128K	Sell	1,385 -246	-15%	-$23K	0.01%	358
2021 Q3	$154K	Buy	1,631 +246	+18%	+$23.5K	0.02%	328
2021 Q2	$132K	Hold	1,385	–	–	0.01%	324
2021 Q1	$129K	Buy	+1,385	New	+$132K	0.02%	305
2020 Q1	–	Sell	-19	Closed	-$2K	–	1308
2019 Q4	$2K	Hold	19	–	–	﹤0.01%	700
2019 Q3	$2K	Buy	+19	New	+$1.72K	﹤0.01%	355
2019 Q1	–	Sell	-18	Closed	-$1K	–	359
2018 Q4	$1K	Buy	+18	New	+$1.48K	﹤0.01%	493

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ellevest Inc's VCIT Position: Q1 2023 in Review

Ellevest Inc sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2023, closing a stake of 302 shares — an estimated $23.4K sold.

Ellevest Inc first reported a position in VCIT in Q4 2018 and held it in 10 quarters. The position peaked at $154K in Q3 2021. 908 funds tracked by Wall St. Rank hold VCIT as of Q1 2023.

Ellevest Inc reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 302 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2023, an estimated $23.4K.
Ellevest Inc first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and held it in 10 quarters.
Ellevest Inc's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $154K in Q3 2021.
908 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.