BHWM
Beaird Harris 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
Q1 | $1.49M | Sell |
18,209
-329
| -2% | -$26.9K | 0.13% | 57 |
|
|
2024
Q4 | $1.49M | Buy |
18,538
+8,707
| +89% | +$699K | 0.13% | 58 |
|
|
2024
Q3 | $823K | Buy |
9,831
+944
| +11% | +$79.1K | 0.07% | 68 |
|
|
2024
Q2 | $710K | Buy |
8,887
+534
| +6% | +$42.7K | 0.07% | 67 |
|
|
2024
Q1 | $673K | Buy |
8,353
+2,237
| +37% | +$180K | 0.07% | 62 |
|
|
2023
Q4 | $497K | Buy |
6,116
+5,477
| +857% | +$445K | 0.05% | 65 |
|
|
2023
Q3 | $48.6K | Sell |
639
-2,723
| -81% | -$207K | 0.01% | 175 |
|
|
2023
Q2 | $266K | Sell |
3,362
-6,511
| -66% | -$515K | 0.03% | 83 |
|
|
2023
Q1 | $792K | Hold |
9,873
| – | – | 0.14% | 41 |
|
|
2022
Q4 | $765K | Buy |
9,873
+1,562
| +19% | +$121K | 0.14% | 43 |
|
|
2022
Q3 | $629K | Buy |
8,311
+224
| +3% | +$17K | 0.14% | 47 |
|
|
2022
Q2 | $647K | Sell |
8,087
-394
| -5% | -$31.5K | 0.18% | 42 |
|
|
2022
Q1 | $730K | Buy |
8,481
+852
| +11% | +$73.3K | 0.26% | 40 |
|
|
2021
Q4 | $708K | Buy |
+7,629
| New | +$708K | 0.26% | 51 |
|