Caldwell Trust’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$25.5K Hold
2025
Q2
$25.1K Hold
2025
Q1
$24.8K Hold
2024
Q4
$24.3K Hold
2024
Q3
$25.4K Buy
2024
Q2
$12.1K Hold
2024
Q1
$12.2K Buy
2023
Q2
Sell
2023
Q1
$8.58K Hold
2022
Q4
$8.29K Hold
2022
Q3
$8.1K Sell
2022
Q2
$12.5K Sell
2022
Q1
$50.9K Buy
2021
Q4
$21.9K Buy
2021
Q3
$20.2K Hold
2021
Q2
$20.3K Hold
2021
Q1
$19.9K Hold
2020
Q4
$20.8K Hold
2020
Q3
$20.5K Hold
2020
Q2
$20.4K Hold
2020
Q1
$18.6K Hold
2019
Q4
$19.5K Buy