AWM
Avaii 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,282
| Closed | -$442K | – | 145 |
|
|
2024
Q3 | $442K | Sell |
5,282
-7,652
| -59% | -$641K | 0.22% | 63 |
|
|
2024
Q2 | $1.03M | Sell |
12,934
-128
| -1% | -$10.2K | 0.57% | 29 |
|
|
2024
Q1 | $1.05M | Sell |
13,062
-239
| -2% | -$19.2K | 0.62% | 32 |
|
|
2023
Q4 | $1.08M | Sell |
13,301
-778
| -6% | -$63.2K | 0.7% | 27 |
|
|
2023
Q3 | $1.07M | Buy |
14,079
+2,252
| +19% | +$171K | 0.81% | 23 |
|
|
2023
Q2 | $935K | Buy |
11,827
+1,953
| +20% | +$154K | 0.72% | 32 |
|
|
2023
Q1 | $792K | Buy |
9,874
+2,916
| +42% | +$234K | 0.69% | 33 |
|
|
2022
Q4 | $539K | Buy |
6,958
+1,636
| +31% | +$127K | 0.48% | 49 |
|
|
2022
Q3 | $402K | Buy |
5,322
+679
| +15% | +$51.3K | 0.42% | 56 |
|
|
2022
Q2 | $372K | Sell |
4,643
-196
| -4% | -$15.7K | 0.4% | 51 |
|
|
2022
Q1 | $416K | Buy |
+4,839
| New | +$416K | 0.38% | 48 |
|