Avaii Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,282	Closed	-$442K	–	145
2024 Q3	$442K	Sell	5,282 -7,652	-59%	-$629K	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%	-$60.1K	0.7%	27
2023 Q3	$1.07M	Buy	14,079 +2,252	+19%	+$175K	0.81%	23
2023 Q2	$935K	Buy	11,827 +1,953	+20%	+$155K	0.72%	32
2023 Q1	$792K	Buy	9,874 +2,916	+42%	+$231K	0.69%	33
2022 Q4	$539K	Buy	6,958 +1,636	+31%	+$126K	0.48%	49
2022 Q3	$402K	Buy	5,322 +679	+15%	+$54.4K	0.42%	56
2022 Q2	$372K	Sell	4,643 -196	-4%	-$16K	0.4%	51
2022 Q1	$416K	Buy	+4,839	New	+$429K	0.39%	49