Simplicity Solutions’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Simplicity Solutions’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	–	Sell	-11,359	Closed	-$898K	–	1095
2023 Q2	$898K	Buy	11,359 +1,986	+21%	+$158K	0.02%	490
2023 Q1	$752K	Buy	+9,373	New	+$743K	0.02%	567
2021 Q1	–	Sell	-46,403	Closed	-$4.51M	–	945
2020 Q4	$4.51M	Buy	46,403 +3,625	+8%	+$349K	0.07%	250
2020 Q3	$4.1M	Sell	42,778 -90,891	-68%	-$8.74M	0.08%	220
2020 Q2	$12.7M	Buy	133,669 +90,487	+210%	+$8.32M	0.25%	87
2020 Q1	$3.76M	Buy	+43,182	New	+$3.93M	0.12%	153
2019 Q3	–	Sell	-3,804	Closed	-$342K	–	779
2019 Q2	$342K	Sell	3,804 -9,418	-71%	-$824K	0.01%	456
2019 Q1	$1.15M	Sell	13,222 -7,199	-35%	-$610K	0.07%	230
2018 Q4	$1.69M	Buy	+20,421	New	+$1.68M	0.22%	111

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

Simplicity Solutions's VCIT Position: Q3 2023 in Review

Simplicity Solutions sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2023, closing a stake of 11,359 shares — an estimated $898K sold.

Simplicity Solutions first reported a position in VCIT in Q4 2018 and held it in 9 quarters. The position peaked at $12.7M in Q2 2020. 929 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

Simplicity Solutions reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 11,359 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2023, an estimated $898K.
Simplicity Solutions first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and held it in 9 quarters.
Simplicity Solutions's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $12.7M in Q2 2020.
929 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.