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Oak Harvest Investment Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Oak Harvest Investment 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
2022
Q4 		– Sell
-2,888
Closed -$219K – 99
2022
Q3 		$219K Buy
+2,888
New +$231K 0.06% 90

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CSIA
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oak Harvest Investment Services's VCIT Position: Q4 2022 in Review

Oak Harvest Investment Services sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022, closing a stake of 2,888 shares — an estimated $219K sold.

Oak Harvest Investment Services first reported a position in VCIT in Q3 2022 and held it in 1 quarter. The position peaked at $219K in Q3 2022. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

  • Oak Harvest Investment Services reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Oak Harvest Investment Services sold 2,888 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $219K.
  • Oak Harvest Investment Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Oak Harvest Investment Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $219K in Q3 2022.
  • 896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on Oak Harvest Investment Services's 13F filing for Q4 2022, filed 24 Jan 2023.