AWE
Avidian Wealth Enterprises’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 | $886K | Sell |
10,685
-599
| -5% | -$49.7K | 0.04% | 220 |
|
|
2025
Q1 | $923K | Buy |
11,284
+236
| +2% | +$19.3K | 0.04% | 206 |
|
|
2024
Q4 | $887K | Buy |
11,048
+1,013
| +10% | +$81.3K | 0.04% | 206 |
|
|
2024
Q3 | $840K | Buy |
10,035
+735
| +8% | +$61.6K | 0.04% | 213 |
|
|
2024
Q2 | $743K | Buy |
9,300
+154
| +2% | +$12.3K | 0.03% | 215 |
|
|
2024
Q1 | $736K | Buy |
9,146
+5,836
| +176% | +$470K | 0.04% | 201 |
|
|
2023
Q4 | $269K | Buy |
+3,310
| New | +$269K | 0.02% | 358 |
|
|
2023
Q3 | – | Sell |
-3,016
| Closed | -$238K | – | 427 |
|
|
2023
Q2 | $238K | Sell |
3,016
-1,239
| -29% | -$97.9K | 0.02% | 376 |
|
|
2023
Q1 | $341K | Buy |
4,255
+1,239
| +41% | +$99.4K | 0.02% | 361 |
|
|
2022
Q4 | $234K | Sell |
3,016
-1,256
| -29% | -$97.3K | 0.02% | 405 |
|
|
2022
Q3 | $323K | Sell |
4,272
-231
| -5% | -$17.5K | 0.02% | 310 |
|
|
2022
Q2 | $360K | Buy |
4,503
+6
| +0.1% | +$480 | 0.03% | 317 |
|
|
2022
Q1 | $387K | Sell |
4,497
-1,784
| -28% | -$154K | 0.02% | 342 |
|
|
2021
Q4 | $583K | Sell |
6,281
-427
| -6% | -$39.6K | 0.04% | 264 |
|
|
2021
Q3 | $633K | Sell |
6,708
-1,448
| -18% | -$137K | 0.05% | 185 |
|
|
2021
Q2 | $775K | Sell |
8,156
-672
| -8% | -$63.9K | 0.06% | 154 |
|
|
2021
Q1 | $821K | Sell |
8,828
-17,527
| -67% | -$1.63M | 0.07% | 141 |
|
|
2020
Q4 | $2.56M | Sell |
26,355
-34,943
| -57% | -$3.39M | 0.24% | 64 |
|
|
2020
Q3 | $5.87M | Sell |
61,298
-28,796
| -32% | -$2.76M | 0.67% | 35 |
|
|
2020
Q2 | $8.57M | Sell |
90,094
-45,332
| -33% | -$4.31M | 1.16% | 20 |
|
|
2020
Q1 | $11.8M | Sell |
135,426
-8,817
| -6% | -$768K | 1.89% | 12 |
|
|
2019
Q4 | $13.2M | Buy |
144,243
+19,161
| +15% | +$1.75M | 1.87% | 14 |
|
|
2019
Q3 | $11.4M | Buy |
125,082
+14,281
| +13% | +$1.3M | 1.88% | 14 |
|
|
2019
Q2 | $9.96M | Buy |
110,801
+11,024
| +11% | +$990K | 2.35% | 11 |
|
|
2019
Q1 | $8.67M | Buy |
+99,777
| New | +$8.67M | 1.93% | 14 |
|