Caldwell Trust’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1K | Hold |
303
|
|
||||
|
2025
Q1 | $24.8K | Hold |
303
|
|
||||
|
2024
Q4 | $24.3K | Hold |
303
|
|
||||
|
2024
Q3 | $25.4K | Buy |
303
+152
|
|
||||
|
2024
Q2 | $12.1K | Hold |
151
|
|
||||
|
2024
Q1 | $12.2K | Buy |
+151
|
|
||||
|
2023
Q2 | – | Sell |
-107
|
|
||||
|
2023
Q1 | $8.58K | Hold |
107
|
|
||||
|
2022
Q4 | $8.29K | Hold |
107
|
|
||||
|
2022
Q3 | $8.1K | Sell |
107
-49
|
|
||||
|
2022
Q2 | $12.5K | Sell |
156
-435
|
|
||||
|
2022
Q1 | $50.9K | Buy |
591
+355
|
|
||||
|
2021
Q4 | $21.9K | Buy |
236
+22
|
|
||||
|
2021
Q3 | $20.2K | Hold |
214
|
|
||||
|
2021
Q2 | $20.3K | Hold |
214
|
|
||||
|
2021
Q1 | $19.9K | Hold |
214
|
|
||||
|
2020
Q4 | $20.8K | Hold |
214
|
|
||||
|
2020
Q3 | $20.5K | Hold |
214
|
|
||||
|
2020
Q2 | $20.4K | Hold |
214
|
|
||||
|
2020
Q1 | $18.6K | Hold |
214
|
|
||||
|
2019
Q4 | $19.5K | Buy |
+214
|
|