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Halpern Financial’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Halpern Financial’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
2021
Q3 		– Sell
-71
Closed -$6.75K – 287
2021
Q2 		$6.75K Hold
71
– – ﹤0.01% 167
2021
Q1 		$6.61K Buy
+71
New +$6.75K ﹤0.01% 163

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Halpern Financial's VCIT Position: Q3 2021 in Review

Halpern Financial sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2021, closing a stake of 71 shares — an estimated $6.75K sold.

Halpern Financial first reported a position in VCIT in Q1 2021 and held it in 2 quarters. The position peaked at $6.75K in Q2 2021. 850 funds tracked by Wall St. Rank hold VCIT as of Q3 2021.

  • Halpern Financial reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Halpern Financial sold 71 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2021, an estimated $6.75K.
  • Halpern Financial first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Halpern Financial's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $6.75K in Q2 2021.
  • 850 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.