AWM
Avior 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 | $24.2M | Buy |
292,186
+17,979
| +7% | +$1.49M | 0.84% | 33 |
|
|
2025
Q1 | $22.4M | Buy |
274,207
+85,025
| +45% | +$6.95M | 0.85% | 28 |
|
|
2024
Q4 | $15.2M | Buy |
189,182
+7,232
| +4% | +$581K | 0.56% | 43 |
|
|
2024
Q3 | $15.2M | Buy |
181,950
+8,132
| +5% | +$681K | 0.61% | 40 |
|
|
2024
Q2 | $13.9M | Buy |
173,818
+6,922
| +4% | +$553K | 0.6% | 40 |
|
|
2024
Q1 | $13.4M | Buy |
166,896
+27,362
| +20% | +$2.2M | 0.62% | 35 |
|
|
2023
Q4 | $11.3M | Buy |
139,534
+13,287
| +11% | +$1.08M | 0.69% | 33 |
|
|
2023
Q3 | $9.59M | Buy |
126,247
+9,842
| +8% | +$748K | 0.65% | 33 |
|
|
2023
Q2 | $9.2M | Buy |
116,405
+8,588
| +8% | +$679K | 0.6% | 38 |
|
|
2023
Q1 | $8.65M | Buy |
107,817
+7,643
| +8% | +$613K | 0.59% | 38 |
|
|
2022
Q4 | $7.76M | Buy |
100,174
+3,030
| +3% | +$235K | 0.59% | 40 |
|
|
2022
Q3 | $7.35M | Buy |
97,144
+9,242
| +11% | +$699K | 0.61% | 36 |
|
|
2022
Q2 | $7.03M | Buy |
87,902
+2,542
| +3% | +$203K | 0.71% | 29 |
|
|
2022
Q1 | $7.34M | Buy |
85,360
+7,620
| +10% | +$656K | 0.63% | 31 |
|
|
2021
Q4 | $7.21M | Buy |
77,740
+2,169
| +3% | +$201K | 0.6% | 35 |
|
|
2021
Q3 | $7.13M | Buy |
75,571
+10,589
| +16% | +$1,000K | 0.59% | 39 |
|
|
2021
Q2 | $6.18M | Buy |
64,982
+12,768
| +24% | +$1.21M | 0.62% | 33 |
|
|
2021
Q1 | $4.86M | Buy |
52,214
+16,477
| +46% | +$1.53M | 0.52% | 40 |
|
|
2020
Q4 | $3.47M | Buy |
35,737
+3,169
| +10% | +$308K | 0.43% | 54 |
|
|
2020
Q3 | $3.12M | Buy |
32,568
+4,965
| +18% | +$476K | 0.44% | 53 |
|
|
2020
Q2 | $2.63M | Buy |
27,603
+3,781
| +16% | +$360K | 0.41% | 55 |
|
|
2020
Q1 | $2.07M | Buy |
23,822
+8,241
| +53% | +$717K | 0.41% | 60 |
|
|
2019
Q4 | $1.42M | Buy |
15,581
+12,133
| +352% | +$1.11M | 0.23% | 104 |
|
|
2019
Q3 | $314K | Buy |
3,448
+2,030
| +143% | +$185K | 0.06% | 292 |
|
|
2019
Q2 | $127K | Buy |
1,418
+672
| +90% | +$60.2K | 0.02% | 395 |
|
|
2019
Q1 | $64K | Buy |
746
+62
| +9% | +$5.32K | 0.01% | 419 |
|
|
2018
Q4 | $56K | Buy |
684
+8
| +1% | +$655 | 0.01% | 467 |
|
|
2018
Q3 | $56K | Buy |
676
+6
| +0.9% | +$497 | 0.01% | 479 |
|
|
2018
Q2 | $56K | Buy |
670
+6
| +0.9% | +$501 | 0.01% | 479 |
|
|
2018
Q1 | $56K | Buy |
+664
| New | +$56K | 0.01% | 480 |
|
|
2017
Q2 | – | Sell |
-254
| Closed | -$22K | – | 492 |
|
|
2017
Q1 | $22K | Hold |
254
| – | – | 0.01% | 286 |
|
|
2016
Q4 | $22K | Hold |
254
| – | – | 0.01% | 283 |
|
|
2016
Q3 | $23K | Hold |
254
| – | – | 0.01% | 285 |
|
|
2016
Q2 | $23K | Hold |
254
| – | – | 0.01% | 273 |
|
|
2016
Q1 | $22K | Sell |
254
-11
| -4% | -$953 | 0.01% | 276 |
|
|
2015
Q4 | $22K | Buy |
265
+11
| +4% | +$913 | 0.01% | 244 |
|
|
2015
Q3 | $22K | Hold |
254
| – | – | 0.01% | 224 |
|
|
2015
Q2 | $22K | Hold |
254
| – | – | 0.02% | 197 |
|
|
2015
Q1 | $22K | Hold |
254
| – | – | 0.02% | 191 |
|
|
2014
Q4 | $22K | Hold |
254
| – | – | 0.02% | 181 |
|
|
2014
Q3 | $22K | Hold |
254
| – | – | 0.02% | 186 |
|
|
2014
Q2 | $22K | Buy |
+254
| New | +$22K | 0.02% | 186 |
|