H&H Retirement Design & Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

H&H Retirement Design & Management’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	-20,445	Closed	-$1.64M	–	93
2022 Q4	$1.64M	Buy	20,445 +230	+1%	+$17.7K	1.38%	18
2022 Q3	$1.5M	Sell	20,215 -3,907	-16%	-$313K	1.42%	19
2022 Q2	$2M	Sell	24,122 -1,501	-6%	-$123K	1.46%	18
2022 Q1	$2.15M	Buy	25,623 +15	+0.1%	+$1.33K	1.47%	19
2021 Q4	$2.26M	Buy	+25,608	New	+$2.4M	1.43%	18

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

H&H Retirement Design & Management's VCIT Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2023, closing a stake of 20,445 shares — an estimated $1.64M sold.

H&H Retirement Design & Management first reported a position in VCIT in Q4 2021 and held it in 5 quarters. The position peaked at $2.26M in Q4 2021. 908 funds tracked by Wall St. Rank hold VCIT as of Q1 2023.

H&H Retirement Design & Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 20,445 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2023, an estimated $1.64M.
H&H Retirement Design & Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
H&H Retirement Design & Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.26M in Q4 2021.
908 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.