WA
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WBH Advisory’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

WBH Advisory’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
-8,369
Closed -$636K – 313
2023
Q3 		$636K Sell
8,369
-250
-3% -$19.4K 0.08% 178
2023
Q2 		$681K Buy
8,619
+4,212
+96% +$335K 0.08% 178
2023
Q1 		$354K Buy
+4,407
New +$349K 0.04% 238
2022
Q3 		$339K Buy
+4,475
New +$359K 0.05% 229
2022
Q2 		– Sell
-4,870
Closed -$400K – 324
2022
Q1 		$400K Sell
4,870
-3,787
-44% -$336K 0.05% 229
2021
Q4 		$803K Buy
+8,657
New +$810K 0.09% 174

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return