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

Kelly 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
2023 Q1	–	Sell	-1,897	Closed	-$147K	–	728
2022 Q4	$147K	Hold	1,897	–	–	0.08%	95
2022 Q3	$144K	Sell	1,897 -446	-19%	-$35.7K	0.08%	87
2022 Q2	$187K	Hold	2,343	–	–	0.1%	78
2022 Q1	$202K	Sell	2,343 -395	-14%	-$35.1K	0.09%	79
2021 Q4	$254K	Sell	2,738 -709	-21%	-$66.3K	0.12%	68
2021 Q3	$325K	Sell	3,447 -321,027	-99%	-$30.6M	0.18%	46
2021 Q2	$3.41M	Buy	324,474 +321,061	+9,407%	+$30.2M	0.13%	49
2021 Q1	$318K	Hold	3,413	–	–	0.2%	32
2020 Q4	$332K	Buy	3,413 +2,044	+149%	+$197K	0.23%	22
2020 Q3	$131K	Hold	1,369	–	–	0.09%	45
2020 Q2	$130K	Hold	1,369	–	–	0.1%	40
2020 Q1	$119K	Hold	1,369	–	–	0.15%	35
2019 Q4	$125K	Hold	1,369	–	–	0.1%	43
2019 Q3	$125K	Buy	+1,369	New	+$124K	0.11%	41

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

MYLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kelly Financial Services's VCIT Position: Q1 2023 in Review

Kelly Financial Services sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2023, closing a stake of 1,897 shares — an estimated $147K sold.

Kelly Financial Services first reported a position in VCIT in Q3 2019 and held it in 14 quarters. The position peaked at $3.41M in Q2 2021. 906 funds tracked by Wall St. Rank hold VCIT as of Q1 2023.

Kelly Financial Services reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Kelly Financial Services sold 1,897 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2023, an estimated $147K.
Kelly Financial Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2019 and held it in 14 quarters.
Kelly Financial Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.41M in Q2 2021.
906 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2023.

Based on Kelly Financial Services's 13F filing for Q1 2023, filed 17 Jul 2024.