AWM
Atticus 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 | $438K | Buy |
+5,278
| New | +$438K | 0.12% | 98 |
|
2024
Q2 | – | Sell |
-162
| Closed | -$13K | – | 569 |
|
2024
Q1 | $13K | Buy |
+162
| New | +$13K | ﹤0.01% | 371 |
|
2023
Q4 | – | Sell |
-45
| Closed | -$3.42K | – | 613 |
|
2023
Q3 | $3.42K | Sell |
45
-96
| -68% | -$7.3K | ﹤0.01% | 471 |
|
2023
Q2 | $11.1K | Hold |
141
| – | – | ﹤0.01% | 390 |
|
2023
Q1 | $11.3K | Hold |
141
| – | – | ﹤0.01% | 371 |
|
2022
Q4 | $10.9K | Sell |
141
-3,917
| -97% | -$304K | ﹤0.01% | 381 |
|
2022
Q3 | $325K | Hold |
4,058
| – | – | 0.16% | 89 |
|
2022
Q2 | $325K | Sell |
4,058
-6,839
| -63% | -$548K | 0.14% | 103 |
|
2022
Q1 | $938K | Buy |
10,897
+8,066
| +285% | +$694K | 0.34% | 55 |
|
2021
Q4 | $263K | Sell |
2,831
-138
| -5% | -$12.8K | 0.1% | 111 |
|
2021
Q3 | $280K | Sell |
2,969
-23
| -0.8% | -$2.17K | 0.12% | 88 |
|
2021
Q2 | $284K | Buy |
2,992
+335
| +13% | +$31.8K | 0.12% | 93 |
|
2021
Q1 | $247K | Buy |
2,657
+875
| +49% | +$81.3K | 0.12% | 93 |
|
2020
Q4 | $173K | Buy |
1,782
+465
| +35% | +$45.1K | 0.09% | 111 |
|
2020
Q3 | $126K | Sell |
1,317
-83
| -6% | -$7.94K | 0.08% | 115 |
|
2020
Q2 | $133K | Sell |
1,400
-65
| -4% | -$6.18K | 0.09% | 107 |
|
2020
Q1 | $128K | Sell |
1,465
-1,077
| -42% | -$94.1K | 0.1% | 100 |
|
2019
Q4 | $232K | Buy |
+2,542
| New | +$232K | 0.15% | 78 |
|