Hall Private Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Hall Private Wealth Advisors’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	$4.37M	Buy	57,494 +3,272	+6%	+$255K	2.94%	13
2023 Q2	$4.29M	Buy	54,222 +10,955	+25%	+$871K	2.32%	16
2023 Q1	$3.47M	Buy	43,267 +286	+0.7%	+$22.7K	1.81%	20
2022 Q4	$3.33M	Buy	42,981 +7,606	+22%	+$585K	1.89%	17
2022 Q3	$2.68M	Buy	35,375 +5,871	+20%	+$470K	1.54%	22
2022 Q2	$2.36M	Buy	+29,504	New	+$2.41M	1.33%	23
2021 Q3	–	Sell	-10,802	Closed	-$1.03M	–	57
2021 Q2	$1.03M	Buy	+10,802	New	+$1.02M	0.67%	32
2020 Q4	$1.37M	Buy	+14,075	New	+$1.36M	1.13%	22

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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 $377B AUM 19.32% 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

Hall Private Wealth Advisors's VCIT Position: Q3 2023 in Review

Hall Private Wealth Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 6% in Q3 2023, buying an estimated $255K and bringing the position to 57,494 shares worth $4.37M. The position accounts for 2.94% of the portfolio, ranked #13.

Hall Private Wealth Advisors first reported a position in VCIT in Q4 2020 and has held it in 8 quarters since. 927 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

Hall Private Wealth Advisors held 57,494 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $4.37M as of Q3 2023.
Hall Private Wealth Advisors bought 3,272 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2023, an estimated $255K.
Vanguard Intermediate-Term Corporate Bond ETF made up 2.94% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #13 holding.
Hall Private Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 8 quarters since.
927 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.