BWA
Bordeaux Wealth Advisors’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 | $3.4M | Buy |
41,037
+86
| +0.2% | +$7.13K | 0.44% | 31 |
|
2025
Q1 | $3.35M | Sell |
40,951
-512
| -1% | -$41.9K | 0.62% | 29 |
|
2024
Q4 | $3.33M | Sell |
41,463
-3,742
| -8% | -$300K | 0.53% | 30 |
|
2024
Q3 | $3.79M | Buy |
45,205
+4,298
| +11% | +$360K | 0.68% | 27 |
|
2024
Q2 | $3.27M | Buy |
+40,907
| New | +$3.27M | 0.62% | 29 |
|