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O'Brien Wealth Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

O'Brien Wealth Partners’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
-4,158
Closed -$315K – 64
2022
Q3 		$315K Buy
+4,158
New +$333K 0.13% 34

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

O'Brien Wealth Partners's VCIT Position: Q4 2022 in Review

O'Brien Wealth Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022, closing a stake of 4,158 shares — an estimated $315K sold.

O'Brien Wealth Partners first reported a position in VCIT in Q3 2022 and held it in 1 quarter. The position peaked at $315K in Q3 2022. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

  • O'Brien Wealth Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • O'Brien Wealth Partners sold 4,158 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $315K.
  • O'Brien Wealth Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • O'Brien Wealth Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $315K in Q3 2022.
  • 896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on O'Brien Wealth Partners's 13F filing for Q4 2022, filed 10 Feb 2023.