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First Personal Financial Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

First Personal Financial Services’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
2024
Q3 		$2.93K Hold
35
– – ﹤0.01% 354
2024
Q2 		$2.8K Hold
35
– – ﹤0.01% 322
2024
Q1 		$2.82K Buy
+35
New +$2.81K ﹤0.01% 323
2022
Q4 		– Sell
-278
Closed -$21K – 434
2022
Q3 		$21K Buy
+278
New +$22.3K 0.01% 284
2016
Q1 		– Sell
-176
Closed -$15K – 402
2015
Q4 		$15K Buy
+176
New +$15K 0.01% 264

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Personal Financial Services's VCIT Position: Q3 2024 in Review

First Personal Financial Services held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q3 2024 at 35 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

First Personal Financial Services first reported a position in VCIT in Q4 2015 and has held it in 5 quarters since. The position peaked at $21K in Q3 2022. 1,084 funds tracked by Wall St. Rank hold VCIT as of Q3 2024.

  • First Personal Financial Services held 35 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $2.93K as of Q3 2024.
  • First Personal Financial Services left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q3 2024.
  • Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #354 holding.
  • First Personal Financial Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2015 and has held it in 5 quarters since.
  • First Personal Financial Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $21K in Q3 2022.
  • 1,084 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.