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

Heritage Financial Services’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	-52	Closed	-$4K	–	461
2022 Q2	$4K	Buy	+52	New	+$4.25K	﹤0.01%	375

Other funds holding VCIT

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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 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heritage Financial Services's VCIT Position: Q3 2022 in Review

Heritage Financial Services sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 52 shares — an estimated $4K sold.

Heritage Financial Services first reported a position in VCIT in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 853 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

Heritage Financial Services reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 52 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $4K.
Heritage Financial Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4K in Q2 2022.
853 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.