Winthrop Advisory Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Winthrop Advisory Group’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
2022 Q2	–	Sell	-8,603	Closed	-$740K	–	143
2022 Q1	$740K	Sell	8,603 -147	-2%	-$13K	0.15%	52
2021 Q4	$812K	Buy	+8,750	New	+$819K	0.16%	49

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

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Winthrop Advisory Group's VCIT Position: Q2 2022 in Review

Winthrop Advisory Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2022, closing a stake of 8,603 shares — an estimated $740K sold.

Winthrop Advisory Group first reported a position in VCIT in Q4 2021 and held it in 2 quarters. The position peaked at $812K in Q4 2021. 864 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

Winthrop Advisory Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Winthrop Advisory Group sold 8,603 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $740K.
Winthrop Advisory Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
Winthrop Advisory Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $812K in Q4 2021.
864 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

Based on Winthrop Advisory Group's 13F filing for Q2 2022, filed 21 Jul 2022.