Harrell Investment Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Harrell Investment Partners’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 Q2	–	Sell	-2,689	Closed	-$231K	–	99
2022 Q1	$231K	Sell	2,689 -173,816	-98%	-$15.4M	0.08%	92
2021 Q4	$16.4M	Buy	176,505 +6,970	+4%	+$652K	5.03%	3
2021 Q3	$16M	Buy	169,535 +55,352	+48%	+$5.28M	5.15%	1
2021 Q2	$10.9M	Buy	114,183 +5,441	+5%	+$512K	3.52%	4
2021 Q1	$10.1M	Buy	108,742 +4,019	+4%	+$382K	3.58%	4
2020 Q4	$10.2M	Buy	104,723 +38,242	+58%	+$3.68M	3.91%	3
2020 Q3	$6.37M	Buy	66,481 +12,134	+22%	+$1.17M	2.78%	8
2020 Q2	$5.17M	Buy	54,347 +6,955	+15%	+$640K	2.63%	8
2020 Q1	$4.22M	Buy	47,392 +17,005	+56%	+$1.55M	2.29%	10
2019 Q4	$2.77M	Buy	+30,387	New	+$2.77M	1.26%	34

Other funds holding VCIT

Bank of America

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

Fisher Asset Management

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

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

Creative Planning

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return