Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q4	–	Sell	-153	Closed	-$11.6K	–	602
2023 Q3	$11.6K	Buy	+153	New	+$11.9K	﹤0.01%	512
2023 Q2	–	Sell	-116	Closed	-$9.31K	–	665
2023 Q1	$9.31K	Buy	+116	New	+$9.2K	﹤0.01%	519
2022 Q4	–	Sell	-200	Closed	-$15K	–	604
2022 Q3	$15K	Hold	200	–	–	﹤0.01%	505
2022 Q2	$16K	Hold	200	–	–	﹤0.01%	523
2022 Q1	$17K	Hold	200	–	–	﹤0.01%	523
2021 Q4	$19K	Hold	200	–	–	﹤0.01%	540
2021 Q3	$19K	Hold	200	–	–	﹤0.01%	529
2021 Q2	$19K	Buy	+200	New	+$18.8K	﹤0.01%	549

Other funds holding VCIT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VCIT Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2023, closing a stake of 153 shares — an estimated $11.6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VCIT in Q2 2021 and held it in 8 quarters. The position peaked at $19K in Q4 2021. 1,044 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 153 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2023, an estimated $11.6K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2021 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $19K in Q4 2021.
1,044 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.