McKinley Carter Wealth Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

McKinley Carter Wealth 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 Q3	–	Sell	-3,406	Closed	-$269K	–	299
2023 Q2	$269K	Buy	+3,406	New	+$271K	0.02%	259
2022 Q3	–	Sell	-2,867	Closed	-$229K	–	294
2022 Q2	$229K	Sell	2,867 -32	-1%	-$2.61K	0.02%	273
2022 Q1	$249K	Sell	2,899 -88	-3%	-$7.81K	0.02%	260
2021 Q4	$277K	Sell	2,987 -1,128	-27%	-$106K	0.02%	252
2021 Q3	$388K	Sell	4,115 -171	-4%	-$16.3K	0.03%	211
2021 Q2	$407K	Sell	4,286 -847	-17%	-$79.7K	0.03%	210
2021 Q1	$478K	Hold	5,133	–	–	0.04%	187
2020 Q4	$499K	Buy	+5,133	New	+$495K	0.07%	162

Other funds holding VCIT

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McKinley Carter Wealth Services's VCIT Position: Q3 2023 in Review

McKinley Carter Wealth Services sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2023, closing a stake of 3,406 shares — an estimated $269K sold.

McKinley Carter Wealth Services first reported a position in VCIT in Q4 2020 and held it in 8 quarters. The position peaked at $499K in Q4 2020. 929 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

McKinley Carter Wealth Services reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
McKinley Carter Wealth Services sold 3,406 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2023, an estimated $269K.
McKinley Carter Wealth Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
McKinley Carter Wealth Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $499K in Q4 2020.
929 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2023, filed 13 Oct 2023.