New England Guild Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

New England Guild Wealth 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
2022 Q4	$1.02M	Sell	13,198 -162	-1%	-$12.5K	0.54%	36
2022 Q3	$1.01M	Sell	13,360 -21	-0.2%	-$1.68K	0.61%	33
2022 Q2	$1.07M	Buy	13,381 +70	+0.5%	+$5.71K	0.66%	34
2022 Q1	$1.15M	Buy	13,311 +39	+0.3%	+$3.46K	0.61%	36
2021 Q4	$1.23M	Sell	13,272 -1,494	-10%	-$140K	0.62%	36
2021 Q3	$1.39M	Sell	14,766 -31	-0.2%	-$2.96K	0.74%	33
2021 Q2	$1.41M	Sell	14,797 -409	-3%	-$38.5K	0.76%	33
2021 Q1	$1.42M	Sell	15,206 -5,026	-25%	-$478K	0.8%	33
2020 Q4	$1.97M	Sell	20,232 -1,690	-8%	-$163K	1.17%	26
2020 Q3	$2.1M	Buy	21,922 +216	+1%	+$20.8K	1.47%	23
2020 Q2	$2.06M	Sell	21,706 -302	-1%	-$27.8K	1.52%	22
2020 Q1	$1.92M	Sell	22,008 -6,378	-22%	-$580K	1.72%	20
2019 Q4	$2.59M	Buy	28,386 +423	+2%	+$38.6K	1.86%	21
2019 Q3	$2.55M	Sell	27,963 -400	-1%	-$36.2K	1.83%	21
2019 Q2	$2.55M	Buy	28,363 +227	+0.8%	+$19.9K	1.89%	20
2019 Q1	$2.44M	Buy	28,136 +389	+1%	+$33K	1.85%	19
2018 Q4	$2.3M	Sell	27,747 -19,676	-41%	-$1.62M	1.93%	19
2018 Q3	$3.96M	Sell	47,423 -15,471	-25%	-$1.3M	3.58%	12
2018 Q2	$5.25M	Sell	62,894 -4,772	-7%	-$399K	4.8%	8
2018 Q1	$5.74M	Sell	67,666 -658	-1%	-$56.2K	5.44%	7
2017 Q4	$5.81M	Buy	+68,324	New	+$5.99M	5.56%	6

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

JSTA

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

New England Guild Wealth Advisors's VCIT Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 1.2% in Q4 2022, selling an estimated $12.5K and leaving 13,198 shares worth $1.02M. The position accounts for 0.54% of the portfolio, ranked #36.

New England Guild Wealth Advisors first reported a position in VCIT in Q4 2017 and has held it in 21 quarters since. The position peaked at $5.81M in Q4 2017. 894 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

New England Guild Wealth Advisors held 13,198 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.02M as of Q4 2022.
New England Guild Wealth Advisors sold 162 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $12.5K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.54% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #36 holding.
New England Guild Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and has held it in 21 quarters since.
New England Guild Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $5.81M in Q4 2017.
894 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.