Barrett & Company’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Sell |
1,966
-341
| -15% | -$28.3K | 0.06% | 161 |
|
|
2025
Q1 | $189K | Sell |
2,307
-544
| -19% | -$44.5K | 0.08% | 141 |
|
|
2024
Q4 | $229K | Buy |
2,851
+172
| +6% | +$13.8K | 0.1% | 128 |
|
|
2024
Q3 | $224K | Buy |
2,679
+9
| +0.3% | +$754 | 0.1% | 129 |
|
|
2024
Q2 | $213K | Buy |
2,670
+8
| +0.3% | +$640 | 0.1% | 130 |
|
|
2024
Q1 | $214K | Sell |
2,662
-480
| -15% | -$38.6K | 0.1% | 128 |
|
|
2023
Q4 | $255K | Buy |
3,142
+10
| +0.3% | +$813 | 0.14% | 113 |
|
|
2023
Q3 | $238K | Buy |
3,132
+7
| +0.2% | +$532 | 0.14% | 109 |
|
|
2023
Q2 | $247K | Buy |
3,125
+7
| +0.2% | +$553 | 0.14% | 108 |
|
|
2023
Q1 | $250K | Sell |
3,118
-76
| -2% | -$6.1K | 0.16% | 106 |
|
|
2022
Q4 | $248K | Hold |
3,194
| – | – | 0.16% | 103 |
|
|
2022
Q3 | $248K | Buy |
+3,194
| New | +$248K | 0.16% | 103 |
|