BAM
Belpointe Asset 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 | $11.7M | Buy |
140,652
+24,868
| +21% | +$2.06M | 0.49% | 39 |
|
|
2025
Q1 | $9.47M | Sell |
115,784
-1,940
| -2% | -$159K | 0.49% | 31 |
|
|
2024
Q4 | $9.74M | Buy |
117,724
+1,751
| +2% | +$145K | 0.59% | 24 |
|
|
2024
Q3 | $9.71M | Buy |
115,973
+47,338
| +69% | +$3.96M | 0.58% | 25 |
|
|
2024
Q2 | $5.49M | Buy |
68,635
+4,578
| +7% | +$366K | 0.38% | 47 |
|
|
2024
Q1 | $5.16M | Buy |
64,057
+46,630
| +268% | +$3.75M | 0.39% | 46 |
|
|
2023
Q4 | $1.42M | Buy |
17,427
+900
| +5% | +$73.2K | 0.12% | 162 |
|
|
2023
Q3 | $1.26M | Buy |
16,527
+7,789
| +89% | +$592K | 0.13% | 158 |
|
|
2023
Q2 | $691K | Sell |
8,738
-9,936
| -53% | -$785K | 0.07% | 250 |
|
|
2023
Q1 | $1.5M | Buy |
18,674
+7,772
| +71% | +$623K | 0.08% | 255 |
|
|
2022
Q4 | $845K | Buy |
10,902
+2,405
| +28% | +$186K | 0.05% | 366 |
|
|
2022
Q3 | $643K | Sell |
8,497
-378
| -4% | -$28.6K | 0.04% | 422 |
|
|
2022
Q2 | $711K | Sell |
8,875
-2,153
| -20% | -$172K | 0.05% | 380 |
|
|
2022
Q1 | $948K | Buy |
11,028
+2,122
| +24% | +$182K | 0.06% | 353 |
|
|
2021
Q4 | $825K | Sell |
8,906
-6,912
| -44% | -$640K | 0.05% | 375 |
|
|
2021
Q3 | $1.49M | Buy |
15,818
+13,928
| +737% | +$1.31M | 0.1% | 214 |
|
|
2021
Q2 | $180K | Buy |
1,890
+609
| +48% | +$58K | 0.01% | 871 |
|
|
2021
Q1 | $119K | Buy |
1,281
+99
| +8% | +$9.2K | 0.01% | 936 |
|
|
2020
Q4 | $115K | Sell |
1,182
-2,417
| -67% | -$235K | 0.01% | 903 |
|
|
2020
Q3 | $345K | Buy |
3,599
+206
| +6% | +$19.7K | 0.04% | 397 |
|
|
2020
Q2 | $323K | Sell |
3,393
-6,568
| -66% | -$625K | 0.04% | 389 |
|
|
2020
Q1 | $868K | Buy |
9,961
+6,125
| +160% | +$534K | 0.15% | 159 |
|
|
2019
Q4 | $350K | Buy |
3,836
+320
| +9% | +$29.2K | 0.04% | 411 |
|
|
2019
Q3 | $321K | Buy |
3,516
+572
| +19% | +$52.2K | 0.05% | 377 |
|
|
2019
Q2 | $265K | Buy |
+2,944
| New | +$265K | 0.05% | 351 |
|
|
2019
Q1 | – | Sell |
-1,249
| Closed | -$103K | – | 570 |
|
|
2018
Q4 | $103K | Sell |
1,249
-1,434
| -53% | -$118K | 0.03% | 488 |
|
|
2018
Q3 | $224K | Buy |
+2,683
| New | +$224K | 0.04% | 427 |
|
|
2018
Q1 | – | Sell |
-5,169
| Closed | -$452K | – | 480 |
|
|
2017
Q4 | $452K | Buy |
5,169
+2,302
| +80% | +$201K | 0.1% | 249 |
|
|
2017
Q3 | $252K | Buy |
+2,867
| New | +$252K | 0.06% | 353 |
|