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William Howard & Co Financial Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

William Howard & Co 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
2024
Q4 		– Sell
-2,935
Closed -$246K – 57
2024
Q3 		$246K Buy
+2,935
New +$241K 0.21% 42

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

William Howard & Co Financial Advisors's VCIT Position: Q4 2024 in Review

William Howard & Co Financial Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 2,935 shares — an estimated $246K sold.

William Howard & Co Financial Advisors first reported a position in VCIT in Q3 2024 and held it in 1 quarter. The position peaked at $246K in Q3 2024. 1,179 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

  • William Howard & Co Financial Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • William Howard & Co Financial Advisors sold 2,935 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $246K.
  • William Howard & Co Financial Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • William Howard & Co Financial Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $246K in Q3 2024.
  • 1,179 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on William Howard & Co Financial Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.