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

Ropes Wealth 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 Q3	$381K	Buy	+5,015	New	+$390K	0.07%	185
2021 Q1	–	Sell	-101	Closed	-$10K	–	760
2020 Q4	$10K	Buy	+101	New	+$9.73K	﹤0.01%	539
2019 Q3	–	Sell	-26	Closed	-$2K	–	593
2019 Q2	$2K	Buy	+26	New	+$2.27K	﹤0.01%	547

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ropes Wealth Advisors's VCIT Position: Q3 2023 in Review

Ropes Wealth Advisors opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2023: 5,015 shares worth $381K. The stake represents 0.07% of the portfolio and ranks #185 among its holdings. This is a return to the name: Ropes Wealth Advisors previously reported a position in VCIT as recently as Q4 2020.

Ropes Wealth Advisors first reported a position in VCIT in Q2 2019 and has held it in 3 quarters since. 927 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

Ropes Wealth Advisors held 5,015 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $381K as of Q3 2023.
Vanguard Intermediate-Term Corporate Bond ETF was a new Ropes Wealth Advisors position in Q3 2023.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.07% of Ropes Wealth Advisors's portfolio in Q3 2023, its #185 holding.
Ropes Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2019 and has held it in 3 quarters since.
927 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.