CFA
Cahill Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,994
| Closed | -$1.12M | – | 266 |
|
|
2024
Q2 | $1.12M | Sell |
13,994
-1,356
| -9% | -$108K | 0.15% | 115 |
|
|
2024
Q1 | $1.24M | Sell |
15,350
-99
| -0.6% | -$7.97K | 0.17% | 107 |
|
|
2023
Q4 | $1.26M | Buy |
15,449
+1,557
| +11% | +$127K | 0.19% | 101 |
|
|
2023
Q3 | $1.06M | Sell |
13,892
-391
| -3% | -$29.7K | 0.18% | 114 |
|
|
2023
Q2 | $1.13M | Buy |
14,283
+604
| +4% | +$47.7K | 0.18% | 108 |
|
|
2023
Q1 | $1.1M | Buy |
13,679
+122
| +0.9% | +$9.79K | 0.19% | 111 |
|
|
2022
Q4 | $1.05M | Sell |
13,557
-1,052
| -7% | -$81.5K | 0.2% | 114 |
|
|
2022
Q3 | $1.11M | Buy |
14,609
+1,279
| +10% | +$96.8K | 0.23% | 102 |
|
|
2022
Q2 | $1.07M | Buy |
13,330
+694
| +5% | +$55.6K | 0.23% | 100 |
|
|
2022
Q1 | $1.09M | Buy |
12,636
+646
| +5% | +$55.6K | 0.2% | 106 |
|
|
2021
Q4 | $1.11M | Buy |
11,990
+946
| +9% | +$87.7K | 0.21% | 102 |
|
|
2021
Q3 | $1.04M | Buy |
11,044
+407
| +4% | +$38.4K | 0.21% | 102 |
|
|
2021
Q2 | $1.01M | Buy |
10,637
+851
| +9% | +$80.9K | 0.23% | 95 |
|
|
2021
Q1 | $910K | Buy |
9,786
+477
| +5% | +$44.4K | 0.22% | 95 |
|
|
2020
Q4 | $904K | Buy |
9,309
+265
| +3% | +$25.7K | 0.23% | 88 |
|
|
2020
Q3 | $866K | Buy |
9,044
+120
| +1% | +$11.5K | 0.31% | 78 |
|
|
2020
Q2 | $850K | Sell |
8,924
-397
| -4% | -$37.8K | 0.33% | 74 |
|
|
2020
Q1 | $812K | Sell |
9,321
-152
| -2% | -$13.2K | 0.38% | 68 |
|
|
2019
Q4 | $866K | Sell |
9,473
-176
| -2% | -$16.1K | 0.31% | 81 |
|
|
2019
Q3 | $881K | Buy |
9,649
+454
| +5% | +$41.5K | 0.34% | 79 |
|
|
2019
Q2 | $827K | Sell |
9,195
-175
| -2% | -$15.7K | 0.33% | 78 |
|
|
2019
Q1 | $815K | Sell |
9,370
-96
| -1% | -$8.35K | 0.34% | 79 |
|
|
2018
Q4 | $785K | Buy |
9,466
+145
| +2% | +$12K | 0.39% | 67 |
|
|
2018
Q3 | $779K | Buy |
9,321
+785
| +9% | +$65.6K | 0.34% | 78 |
|
|
2018
Q2 | $713K | Buy |
8,536
+738
| +9% | +$61.6K | 0.33% | 79 |
|
|
2018
Q1 | $662K | Buy |
7,798
+329
| +4% | +$27.9K | 0.32% | 82 |
|
|
2017
Q4 | $653K | Buy |
7,469
+102
| +1% | +$8.92K | 0.33% | 76 |
|
|
2017
Q3 | $649K | Buy |
7,367
+829
| +13% | +$73K | 0.34% | 73 |
|
|
2017
Q2 | $573K | Buy |
6,538
+873
| +15% | +$76.5K | 0.32% | 75 |
|
|
2017
Q1 | $490K | Buy |
5,665
+838
| +17% | +$72.5K | 0.28% | 81 |
|
|
2016
Q4 | $414K | Buy |
4,827
+113
| +2% | +$9.69K | 0.25% | 89 |
|
|
2016
Q3 | $423K | Buy |
4,714
+70
| +2% | +$6.28K | 0.28% | 84 |
|
|
2016
Q2 | $416K | Buy |
4,644
+259
| +6% | +$23.2K | 0.29% | 83 |
|
|
2016
Q1 | $382K | Buy |
4,385
+1,539
| +54% | +$134K | 0.29% | 79 |
|
|
2015
Q4 | $240K | Buy |
+2,846
| New | +$240K | 0.2% | 93 |
|