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 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

WBH Advisory's VCIT Position: Q4 2023 in Review

WBH Advisory sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2023, closing a stake of 8,369 shares — an estimated $636K sold.

WBH Advisory first reported a position in VCIT in Q4 2021 and held it in 6 quarters. The position peaked at $803K in Q4 2021. 1,044 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

WBH Advisory reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
WBH Advisory sold 8,369 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2023, an estimated $636K.
WBH Advisory first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
WBH Advisory's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $803K in Q4 2021.
1,044 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on WBH Advisory's 13F filing for Q4 2023, filed 9 Jan 2024.