Personal Capital Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Personal Capital 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	$613K	Buy	7,914 +2,962	+60%	+$228K	﹤0.01%	274
2022 Q3	$375K	Buy	4,952 +802	+19%	+$64.3K	﹤0.01%	324
2022 Q2	$332K	Buy	4,150 +1,111	+37%	+$90.7K	﹤0.01%	326
2022 Q1	$261K	Sell	3,039 -5,893	-66%	-$523K	﹤0.01%	419
2021 Q4	$717K	Buy	8,932 +5,122	+134%	+$479K	﹤0.01%	288
2021 Q3	$360K	Sell	3,810 -182	-5%	-$17.4K	﹤0.01%	363
2021 Q2	$380K	Sell	3,992 -929	-19%	-$87.4K	﹤0.01%	353
2021 Q1	$458K	Sell	4,921 -1,653	-25%	-$157K	﹤0.01%	318
2020 Q4	$639K	Sell	6,574 -615	-9%	-$59.3K	﹤0.01%	276
2020 Q3	$689K	Buy	7,189 +1,534	+27%	+$148K	0.01%	264
2020 Q2	$538K	Sell	5,655 -422	-7%	-$38.8K	﹤0.01%	250
2020 Q1	$408K	Buy	6,077 +2,356	+63%	+$214K	﹤0.01%	265
2019 Q4	$340K	Buy	+3,721	New	+$339K	﹤0.01%	309

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

CSIA

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Personal Capital Advisors's VCIT Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 60% in Q4 2022, buying an estimated $228K and bringing the position to 7,914 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Personal Capital Advisors first reported a position in VCIT in Q4 2019 and has held it in 13 quarters since. The position peaked at $717K in Q4 2021. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

Personal Capital Advisors held 7,914 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $613K as of Q4 2022.
Personal Capital Advisors bought 2,962 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $228K.
Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #274 holding.
Personal Capital Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and has held it in 13 quarters since.
Personal Capital Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $717K in Q4 2021.
896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.