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

WestHill Financial 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	–	Sell	-1,300	Closed	-$103K	–	120
2023 Q2	$103K	Sell	1,300 -600	-32%	-$47.7K	0.03%	75
2023 Q1	$152K	Hold	1,900	–	–	0.05%	68
2022 Q4	$147K	Buy	1,900 +1,300	+217%	+$99.9K	0.05%	67
2022 Q3	$45K	Buy	+600	New	+$48.1K	0.02%	79

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

WestHill Financial Advisors's VCIT Position: Q3 2023 in Review

WestHill Financial Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2023, closing a stake of 1,300 shares — an estimated $103K sold.

WestHill Financial Advisors first reported a position in VCIT in Q3 2022 and held it in 4 quarters. The position peaked at $152K in Q1 2023. 929 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

WestHill Financial Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
WestHill Financial Advisors sold 1,300 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2023, an estimated $103K.
WestHill Financial Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2022 and held it in 4 quarters.
WestHill Financial Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $152K in Q1 2023.
929 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on WestHill Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.