Polaris Wealth Advisory Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Polaris Wealth Advisory Group’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	$211K	Buy	2,775 +44	+2%	+$3.42K	0.02%	164
2023 Q2	$216K	Buy	2,731 +25	+0.9%	+$1.99K	0.02%	137
2023 Q1	$217K	Sell	2,706 -619	-19%	-$49.1K	0.02%	163
2022 Q4	$265K	Sell	3,325 -1,339	-29%	-$103K	0.02%	155
2022 Q3	$350K	Buy	+4,664	New	+$374K	0.03%	131
2019 Q1	–	Sell	-3,151	Closed	-$261K	–	178
2018 Q4	$261K	Sell	3,151 -12	-0.4%	-$989	0.02%	127
2018 Q3	$264K	Buy	3,163 +408	+15%	+$34.2K	0.02%	138
2018 Q2	$234K	Hold	2,755	–	–	0.02%	96
2018 Q1	$234K	Sell	2,755 -13,827	-83%	-$1.18M	0.02%	128
2017 Q4	$1.45M	Sell	16,582 -10,442	-39%	-$915K	0.12%	79
2017 Q3	$2.38M	Buy	27,024 +4,094	+18%	+$360K	0.21%	64
2017 Q2	$2.01M	Sell	22,930 -95	-0.4%	-$8.29K	0.23%	55
2017 Q1	$1.99M	Sell	23,025 -1,976	-8%	-$170K	0.22%	62
2016 Q4	$2.14M	Sell	25,001 -429	-2%	-$37.3K	0.25%	60
2016 Q3	$2.28M	Buy	25,430 +69	+0.3%	+$6.17K	0.27%	56
2016 Q2	$2.27M	Buy	25,361 +1,499	+6%	+$131K	0.35%	42
2016 Q1	$2.07M	Buy	+23,862	New	+$2.02M	0.32%	47
2014 Q2	–	Sell	-1,278	Closed	-$109K	–	143
2014 Q1	$109K	Sell	1,278 -83	-6%	-$7K	0.03%	85
2013 Q4	$113K	Hold	1,361	–	–	0.03%	87
2013 Q3	$114K	Buy	1,361 +450	+49%	+$37.3K	0.04%	74
2013 Q2	$75.6K	Buy	+911	New	+$79.1K	0.03%	74

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

Polaris Wealth Advisory Group's VCIT Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 1.6% in Q3 2023, buying an estimated $3.42K and bringing the position to 2,775 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #164.

Polaris Wealth Advisory Group first reported a position in VCIT in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.38M in Q3 2017. 929 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

Polaris Wealth Advisory Group held 2,775 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $211K as of Q3 2023.
Polaris Wealth Advisory Group bought 44 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2023, an estimated $3.42K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #164 holding.
Polaris Wealth Advisory Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 21 quarters since.
Polaris Wealth Advisory Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.38M in Q3 2017.
929 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.