BCWM
Bartlett & Co 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 | $51.5M | Buy |
620,943
+1,918
| +0.3% | +$159K | 0.72% | 43 |
|
|
2025
Q1 | $50.6M | Sell |
619,025
-49,833
| -7% | -$4.07M | 0.75% | 42 |
|
|
2024
Q4 | $53.7M | Buy |
668,858
+18,082
| +3% | +$1.45M | 0.78% | 40 |
|
|
2024
Q3 | $54.5M | Buy |
650,776
+20,774
| +3% | +$1.74M | 0.78% | 42 |
|
|
2024
Q2 | $50.4M | Buy |
630,002
+3,569
| +0.6% | +$285K | 0.76% | 43 |
|
|
2024
Q1 | $50.4M | Buy |
626,433
+26,814
| +4% | +$2.16M | 0.78% | 42 |
|
|
2023
Q4 | $48.8M | Sell |
599,619
-20,254
| -3% | -$1.65M | 0.79% | 43 |
|
|
2023
Q3 | $47.1M | Buy |
619,873
+6,102
| +1% | +$464K | 0.85% | 39 |
|
|
2023
Q2 | $48.5M | Sell |
613,771
-60,290
| -9% | -$4.76M | 0.84% | 40 |
|
|
2023
Q1 | $54.1M | Buy |
674,061
+12,468
| +2% | +$1M | 1.04% | 32 |
|
|
2022
Q4 | $51.3M | Sell |
661,593
-115,296
| -15% | -$8.94M | 1.03% | 32 |
|
|
2022
Q3 | $58.8M | Sell |
776,889
-9,943
| -1% | -$752K | 1.26% | 29 |
|
|
2022
Q2 | $63M | Sell |
786,832
-40,377
| -5% | -$3.23M | 1.28% | 26 |
|
|
2022
Q1 | $71.2M | Buy |
827,209
+22,051
| +3% | +$1.9M | 1.24% | 22 |
|
|
2021
Q4 | $74.7M | Buy |
805,158
+22,112
| +3% | +$2.05M | 1.27% | 22 |
|
|
2021
Q3 | $73.9M | Buy |
783,046
+8,684
| +1% | +$820K | 1.41% | 18 |
|
|
2021
Q2 | $73.6M | Buy |
774,362
+11,405
| +1% | +$1.08M | 1.4% | 18 |
|
|
2021
Q1 | $71M | Buy |
762,957
+30,254
| +4% | +$2.81M | 1.43% | 19 |
|
|
2020
Q4 | $71.2M | Buy |
732,703
+28,291
| +4% | +$2.75M | 1.52% | 15 |
|
|
2020
Q3 | $67.5M | Buy |
704,412
+46,989
| +7% | +$4.5M | 1.58% | 12 |
|
|
2020
Q2 | $62.5M | Buy |
657,423
+62,291
| +10% | +$5.93M | 1.63% | 13 |
|
|
2020
Q1 | $51.8M | Buy |
595,132
+157,411
| +36% | +$13.7M | 1.58% | 14 |
|
|
2019
Q4 | $40M | Buy |
437,721
+24,765
| +6% | +$2.26M | 0.98% | 30 |
|
|
2019
Q3 | $37.7M | Buy |
412,956
+56,472
| +16% | +$5.15M | 0.99% | 30 |
|
|
2019
Q2 | $32M | Buy |
356,484
+37,134
| +12% | +$3.34M | 1.19% | 30 |
|
|
2019
Q1 | $27.7M | Buy |
319,350
+47,485
| +17% | +$4.13M | 1.06% | 34 |
|
|
2018
Q4 | $22.5M | Buy |
271,865
+7,597
| +3% | +$629K | 0.96% | 40 |
|
|
2018
Q3 | $22.1M | Buy |
264,268
+20,499
| +8% | +$1.71M | 0.83% | 46 |
|
|
2018
Q2 | $20.4M | Buy |
243,769
+14,339
| +6% | +$1.2M | 0.83% | 47 |
|
|
2018
Q1 | $19.5M | Buy |
+229,430
| New | +$19.5M | 0.8% | 49 |
|