BWM
Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,611
| Closed | -$291K | – | 175 |
|
|
2024
Q1 | $291K | Sell |
3,611
-491
| -12% | -$39.5K | 0.15% | 121 |
|
|
2023
Q4 | $333K | Sell |
4,102
-219
| -5% | -$17.8K | 0.2% | 104 |
|
|
2023
Q3 | $328K | Buy |
+4,321
| New | +$328K | 0.22% | 100 |
|
|
2023
Q1 | – | Sell |
-13,523
| Closed | -$1.05M | – | 141 |
|
|
2022
Q4 | $1.05M | Sell |
13,523
-4,457
| -25% | -$345K | 0.93% | 29 |
|
|
2022
Q3 | $1.36M | Sell |
17,980
-347
| -2% | -$26.3K | 1.26% | 20 |
|
|
2022
Q2 | $1.47M | Sell |
18,327
-4,648
| -20% | -$372K | 1.32% | 22 |
|
|
2022
Q1 | $1.98M | Sell |
22,975
-423
| -2% | -$36.4K | 1.75% | 17 |
|
|
2021
Q4 | $2.17M | Sell |
23,398
-2,431
| -9% | -$225K | 1.89% | 17 |
|
|
2021
Q3 | $2.44M | Sell |
25,829
-257
| -1% | -$24.3K | 2.27% | 10 |
|
|
2021
Q2 | $2.48M | Sell |
26,086
-490
| -2% | -$46.6K | 2.39% | 9 |
|
|
2021
Q1 | $2.47M | Buy |
26,576
+1,611
| +6% | +$150K | 2.62% | 8 |
|
|
2020
Q4 | $2.43M | Buy |
+24,965
| New | +$2.43M | 2.38% | 8 |
|