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Kozak & Associates’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Kozak & Associates’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
2024
Q4 		– Sell
-66
Closed -$5.49K – 478
2024
Q3 		$5.49K Sell
66
-49
-43% -$4.03K ﹤0.01% 269
2024
Q2 		$9.19K Buy
+115
New +$9.13K ﹤0.01% 233
2024
Q1 		– Sell
-108
Closed -$8.67K – 388
2023
Q4 		$8.68K Sell
108
-2,923
-96% -$226K ﹤0.01% 245
2023
Q3 		$227K Buy
+3,031
New +$236K 0.08% 76

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kozak & Associates's VCIT Position: Q4 2024 in Review

Kozak & Associates sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 66 shares — an estimated $5.49K sold.

Kozak & Associates first reported a position in VCIT in Q3 2023 and held it in 4 quarters. The position peaked at $227K in Q3 2023. 1,180 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

  • Kozak & Associates reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kozak & Associates sold 66 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $5.49K.
  • Kozak & Associates first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2023 and held it in 4 quarters.
  • Kozak & Associates's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $227K in Q3 2023.
  • 1,180 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Kozak & Associates's 13F filing for Q4 2024, filed 6 Jan 2025.