AWM
Aries 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
Q2 | $2.91M | Sell |
35,111
-3,328
| -9% | -$276K | 0.76% | 34 |
|
|
2025
Q1 | $3.14M | Buy |
38,439
+2,363
| +7% | +$193K | 0.85% | 31 |
|
|
2024
Q4 | $2.9M | Buy |
36,076
+4,014
| +13% | +$322K | 0.8% | 32 |
|
|
2024
Q3 | $2.69M | Buy |
32,062
+18,751
| +141% | +$1.57M | 0.74% | 35 |
|
|
2024
Q2 | $1.06M | Buy |
13,311
+3,700
| +38% | +$296K | 0.34% | 74 |
|
|
2024
Q1 | $774K | Buy |
9,611
+5,165
| +116% | +$416K | 0.25% | 95 |
|
|
2023
Q4 | $361K | Buy |
4,446
+80
| +2% | +$6.5K | 0.13% | 138 |
|
|
2023
Q3 | $329K | Hold |
4,366
| – | – | 0.13% | 142 |
|
|
2023
Q2 | $345K | Buy |
4,366
+60
| +1% | +$4.74K | 0.13% | 139 |
|
|
2023
Q1 | $345K | Buy |
4,306
+125
| +3% | +$10K | 0.14% | 138 |
|
|
2022
Q4 | $324K | Buy |
4,181
+219
| +6% | +$17K | 0.14% | 134 |
|
|
2022
Q3 | $298K | Buy |
+3,962
| New | +$298K | 0.13% | 139 |
|