AWM
Adams Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-88,559
| Closed | -$7.11M | – | 158 |
|
|
2024
Q4 | $7.11M | Buy |
88,559
+14,030
| +19% | +$1.13M | 1.36% | 20 |
|
|
2024
Q3 | $6.24M | Buy |
74,529
+6,946
| +10% | +$582K | 1.34% | 20 |
|
|
2024
Q2 | $5.4M | Buy |
67,583
+6,931
| +11% | +$554K | 1.24% | 20 |
|
|
2024
Q1 | $4.88M | Buy |
60,652
+13,842
| +30% | +$1.11M | 1.19% | 20 |
|
|
2023
Q4 | $3.8M | Buy |
46,810
+16,556
| +55% | +$1.35M | 1.13% | 19 |
|
|
2023
Q3 | $2.3M | Buy |
30,254
+2,057
| +7% | +$156K | 0.78% | 22 |
|
|
2023
Q2 | $2.23M | Buy |
28,197
+1,343
| +5% | +$106K | 0.7% | 24 |
|
|
2023
Q1 | $2.15M | Sell |
26,854
-8,025
| -23% | -$644K | 0.7% | 27 |
|
|
2022
Q4 | $2.7M | Buy |
34,879
+14,951
| +75% | +$1.16M | 0.95% | 18 |
|
|
2022
Q3 | $1.51M | Buy |
+19,928
| New | +$1.51M | 0.56% | 20 |
|