Gofen & Glossberg’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Gofen & Glossberg’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
2022 Q3	–	Sell	-3,129	Closed	-$250K	–	587
2022 Q2	$250K	Sell	3,129 -2,212	-41%	-$181K	0.01%	451
2022 Q1	$460K	Sell	5,341 -1,515	-22%	-$134K	0.01%	363
2021 Q4	$636K	Buy	6,856 +372	+6%	+$34.8K	0.01%	311
2021 Q3	$612K	Buy	6,484 +1,511	+30%	+$144K	0.01%	306
2021 Q2	$473K	Sell	4,973 -94	-2%	-$8.84K	0.01%	350
2021 Q1	$471K	Sell	5,067 -990	-16%	-$94.1K	0.01%	336
2020 Q4	$588K	Hold	6,057	–	–	0.02%	290
2020 Q3	$580K	Buy	6,057 +603	+11%	+$58K	0.02%	275
2020 Q2	$519K	Buy	5,454 +357	+7%	+$32.8K	0.02%	274
2020 Q1	$444K	Sell	5,097 -339	-6%	-$30.8K	0.02%	284
2019 Q4	$496K	Buy	5,436 +1,123	+26%	+$102K	0.02%	296
2019 Q3	$394K	Hold	4,313	–	–	0.01%	316
2019 Q2	$388K	Sell	4,313 -100	-2%	-$8.75K	0.01%	317
2019 Q1	$383K	Hold	4,413	–	–	0.01%	313
2018 Q4	$366K	Hold	4,413	–	–	0.01%	305
2018 Q3	$369K	Sell	4,413 -600	-12%	-$50.3K	0.01%	328
2018 Q2	$419K	Sell	5,013 -113	-2%	-$9.45K	0.02%	305
2018 Q1	$435K	Buy	+5,126	New	+$438K	0.02%	306

Other funds holding VCIT

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Gofen & Glossberg's VCIT Position: Q3 2022 in Review

Gofen & Glossberg sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 3,129 shares — an estimated $250K sold.

Gofen & Glossberg first reported a position in VCIT in Q1 2018 and held it in 18 quarters. The position peaked at $636K in Q4 2021. 852 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

Gofen & Glossberg reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Gofen & Glossberg sold 3,129 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $250K.
Gofen & Glossberg first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2018 and held it in 18 quarters.
Gofen & Glossberg's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $636K in Q4 2021.
852 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Gofen & Glossberg's 13F filing for Q3 2022, filed 13 Oct 2022.