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

Sunesis 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	-21,096	Closed	-$1.6M	–	75
2023 Q3	$1.6M	Buy	+21,096	New	+$1.64M	1.14%	11
2023 Q1	$1.69M	Sell	21,096 -20,243	-49%	-$1.6M	1.22%	10
2022 Q4	$3.2M	Hold	41,339	–	–	2.05%	10
2022 Q3	$3.13M	Hold	41,339	–	–	2.15%	10
2022 Q2	$3.31M	Hold	41,339	–	–	2.15%	10
2022 Q1	$3.56M	Hold	41,339	–	–	2.06%	10
2021 Q4	$3.83M	Hold	41,339	–	–	2.81%	6
2021 Q3	$3.9M	Hold	41,339	–	–	3.01%	6
2021 Q2	$3.93M	Hold	41,339	–	–	3.01%	6
2021 Q1	$3.85M	Hold	41,339	–	–	3.07%	7
2020 Q4	$4.02M	Hold	41,339	–	–	3.25%	7
2020 Q3	$3.96M	Hold	41,339	–	–	3.52%	7
2020 Q2	$3.93M	Hold	41,339	–	–	3.62%	7
2020 Q1	$3.6M	Sell	41,339 -1,401	-3%	-$127K	3.62%	8
2019 Q4	$3.9M	Buy	42,740 +13,741	+47%	+$1.25M	3.55%	7
2019 Q3	$2.65M	Buy	28,999 +7,841	+37%	+$710K	2.75%	8
2019 Q2	$1.9M	Sell	21,158 -1,706	-7%	-$149K	2.04%	11
2019 Q1	$1.99M	Sell	22,864 -13,087	-36%	-$1.11M	2%	12
2018 Q4	$2.98M	Hold	35,951	–	–	3.25%	7
2018 Q3	$3M	Buy	35,951 +7,563	+27%	+$634K	3.03%	8
2018 Q2	$2.37M	Buy	+28,388	New	+$2.37M	2.91%	9

Other funds holding VCIT

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $147B AUM 18.73% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Sunesis Advisors's VCIT Position: Q4 2023 in Review

Sunesis Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2023, closing a stake of 21,096 shares — an estimated $1.6M sold.

Sunesis Advisors first reported a position in VCIT in Q2 2018 and held it in 21 quarters. The position peaked at $4.02M in Q4 2020. 1,042 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

Sunesis Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Sunesis Advisors sold 21,096 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2023, an estimated $1.6M.
Sunesis Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2018 and held it in 21 quarters.
Sunesis Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.02M in Q4 2020.
1,042 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on Sunesis Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.