AWM
Arista 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 | $42.5M | Buy |
513,048
+9,133
| +2% | +$757K | 5.89% | 4 |
|
|
2025
Q1 | $41.2M | Buy |
503,915
+7,168
| +1% | +$586K | 9.99% | 4 |
|
|
2024
Q4 | $39.9M | Sell |
496,747
-6,253
| -1% | -$502K | 9.56% | 4 |
|
|
2024
Q3 | $42.1M | Buy |
503,000
+29,458
| +6% | +$2.47M | 10.12% | 4 |
|
|
2024
Q2 | $37.9M | Buy |
473,542
+295,880
| +167% | +$23.6M | 9.96% | 4 |
|
|
2024
Q1 | $14.3M | Sell |
177,662
-230,882
| -57% | -$18.6M | 10.92% | 3 |
|
|
2023
Q4 | $33.2M | Buy |
408,544
+12,591
| +3% | +$1.02M | 12.16% | 2 |
|
|
2023
Q3 | $30.1M | Buy |
395,953
+49,961
| +14% | +$3.8M | 11.78% | 3 |
|
|
2023
Q2 | $27.3M | Sell |
345,992
-29,761
| -8% | -$2.35M | 11.36% | 3 |
|
|
2023
Q1 | $30.1M | Sell |
375,753
-5,200
| -1% | -$417K | 16.44% | 1 |
|
|
2022
Q4 | $29.5M | Buy |
+380,953
| New | +$29.5M | 18.62% | 1 |
|