Essex Savings Bank’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Essex Savings Bank’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	-2,627	Closed	-$208K	–	240
2023 Q2	$208K	Buy	2,627 +47	+2%	+$3.73K	0.07%	219
2023 Q1	$207K	Buy	+2,580	New	+$205K	0.07%	216
2022 Q2	–	Sell	-2,753	Closed	-$237K	–	227
2022 Q1	$237K	Buy	+2,753	New	+$244K	0.08%	197
2021 Q4	–	Sell	-2,243	Closed	-$214K	–	226
2021 Q3	$214K	Buy	2,243 +31	+1%	+$2.96K	0.08%	201
2021 Q2	$208K	Buy	2,212 +36	+2%	+$3.39K	0.08%	208
2021 Q1	$206K	Sell	2,176 -301	-12%	-$28.6K	0.09%	194
2020 Q4	$241K	Hold	2,477	–	–	0.11%	168
2020 Q3	$238K	Buy	+2,477	New	+$238K	0.12%	166
2019 Q3	–	Sell	-900	Closed	-$81K	–	579
2019 Q2	$81K	Hold	900	–	–	0.03%	375
2019 Q1	$78K	Hold	900	–	–	0.04%	247
2018 Q4	$75K	Buy	+900	New	+$74.2K	0.05%	241

Other funds holding VCIT

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Savings Bank's VCIT Position: Q3 2023 in Review

Essex Savings Bank sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2023, closing a stake of 2,627 shares — an estimated $208K sold.

Essex Savings Bank first reported a position in VCIT in Q4 2018 and held it in 11 quarters. The position peaked at $241K in Q4 2020. 929 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

Essex Savings Bank reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Essex Savings Bank sold 2,627 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2023, an estimated $208K.
Essex Savings Bank first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and held it in 11 quarters.
Essex Savings Bank's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $241K in Q4 2020.
929 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on Essex Savings Bank's 13F filing for Q3 2023, filed 12 Oct 2023.