Beam Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,734	Closed	-$222K	–	120
2023 Q4	$222K	Buy	2,734 +95	+4%	+$7.34K	0.14%	93
2023 Q3	$201K	Sell	2,639 -3,550	-57%	-$276K	0.14%	92
2023 Q2	$489K	Sell	6,189 -14	-0.2%	-$1.11K	0.34%	54
2023 Q1	$498K	Sell	6,203 -607	-9%	-$48.1K	0.5%	51
2022 Q4	$528K	Sell	6,810 -1,833	-21%	-$141K	0.55%	51
2022 Q3	$654K	Buy	8,643 +168	+2%	+$13.5K	0.73%	47
2022 Q2	$678K	Sell	8,475 -2,537	-23%	-$207K	0.75%	47
2022 Q1	$947K	Sell	11,012 -591	-5%	-$52.5K	1.09%	29
2021 Q4	$1.08M	Buy	11,603 +24	+0.2%	+$2.25K	1.23%	29
2021 Q3	$1.09M	Buy	11,579 +975	+9%	+$93.1K	0.94%	32
2021 Q2	$1.01M	Sell	10,604 -1,829	-15%	-$172K	0.87%	37
2021 Q1	$1.16M	Buy	12,433 +135	+1%	+$12.8K	1.03%	30
2020 Q4	$1.2M	Buy	12,298 +291	+2%	+$28K	1.13%	24
2020 Q3	$1.15M	Buy	12,007 +1,352	+13%	+$130K	1.08%	28
2020 Q2	$1.02M	Buy	10,655 +3,088	+41%	+$284K	1.03%	29
2020 Q1	$659K	Sell	7,567 -2,828	-27%	-$257K	0.65%	49
2019 Q4	$949K	Buy	+10,395	New	+$948K	0.89%	34