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

Rise 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
2023 Q4	–	Sell	-509	Closed	-$38.7K	–	670
2023 Q3	$38.7K	Buy	509 +5	+1%	+$389	0.03%	162
2023 Q2	$39.8K	Buy	504 +5	+1%	+$397	0.03%	168
2023 Q1	$40K	Buy	499 +3	+0.6%	+$238	0.03%	172
2022 Q4	$38.5K	Buy	496 +5	+1%	+$384	0.03%	174
2022 Q3	$37K	Buy	491 +4	+0.8%	+$321	0.03%	182
2022 Q2	$39K	Buy	487 +3	+0.6%	+$245	0.04%	164
2022 Q1	$42K	Buy	484 +2	+0.4%	+$178	0.04%	164
2021 Q4	$44.7K	Buy	+482	New	+$45.1K	0.04%	158

Other funds holding VCIT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rise Advisors's VCIT Position: Q4 2023 in Review

Rise Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2023, closing a stake of 509 shares — an estimated $38.7K sold.

Rise Advisors first reported a position in VCIT in Q4 2021 and held it in 8 quarters. The position peaked at $44.7K in Q4 2021. 1,044 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

Rise Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Rise Advisors sold 509 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2023, an estimated $38.7K.
Rise Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
Rise Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $44.7K in Q4 2021.
1,044 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.