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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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return