BTWM
Baker Tilly 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 | $658K | Sell |
7,934
-1,687
| -18% | -$140K | 0.24% | 101 |
|
|
2025
Q1 | $787K | Sell |
9,621
-854
| -8% | -$69.8K | 0.31% | 83 |
|
|
2024
Q4 | $841K | Buy |
10,475
+651
| +7% | +$52.3K | 0.33% | 71 |
|
|
2024
Q3 | $823K | Sell |
9,824
-95
| -1% | -$7.96K | 0.36% | 68 |
|
|
2024
Q2 | $793K | Buy |
9,919
+1,795
| +22% | +$143K | 0.32% | 74 |
|
|
2024
Q1 | $654K | Sell |
8,124
-4,949
| -38% | -$398K | 0.12% | 190 |
|
|
2023
Q4 | $1.06M | Buy |
13,073
+4,431
| +51% | +$360K | 0.17% | 129 |
|
|
2023
Q3 | $657K | Sell |
8,642
-596
| -6% | -$45.3K | 0.11% | 194 |
|
|
2023
Q2 | $730K | Buy |
9,238
+315
| +4% | +$24.9K | 0.08% | 263 |
|
|
2023
Q1 | $716K | Buy |
8,923
+343
| +4% | +$27.5K | 0.08% | 256 |
|
|
2022
Q4 | $665K | Buy |
8,580
+3,958
| +86% | +$307K | 0.08% | 263 |
|
|
2022
Q3 | $350K | Buy |
4,622
+554
| +14% | +$42K | 0.05% | 382 |
|
|
2022
Q2 | $326K | Sell |
4,068
-38
| -0.9% | -$3.05K | 0.04% | 401 |
|
|
2022
Q1 | $353K | Sell |
4,106
-4,257
| -51% | -$366K | 0.04% | 408 |
|
|
2021
Q4 | $776K | Buy |
8,363
+657
| +9% | +$61K | 0.08% | 264 |
|
|
2021
Q3 | $728K | Buy |
7,706
+1,169
| +18% | +$110K | 0.1% | 232 |
|
|
2021
Q2 | $621K | Buy |
6,537
+1,498
| +30% | +$142K | 0.1% | 229 |
|
|
2021
Q1 | $469K | Sell |
5,039
-111
| -2% | -$10.3K | 0.1% | 249 |
|
|
2020
Q4 | $500K | Buy |
+5,150
| New | +$500K | 0.15% | 148 |
|