BIM
Breakwater Investment 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 | $188K | Sell |
2,268
-959
| -30% | -$79.5K | 0.07% | 86 |
|
2025
Q1 | $264K | Buy |
3,227
+28
| +0.9% | +$2.29K | 0.11% | 68 |
|
2024
Q4 | $257K | Buy |
3,199
+857
| +37% | +$68.8K | 0.11% | 69 |
|
2024
Q3 | $196K | Hold |
2,342
| – | – | 0.08% | 85 |
|
2024
Q2 | $187K | Hold |
2,342
| – | – | 0.08% | 82 |
|
2024
Q1 | $189K | Buy |
+2,342
| New | +$189K | 0.09% | 76 |
|