CAWM
Capital Advisors Wealth 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 | $31.2M | Sell |
375,744
-1,909
| -0.5% | -$158K | 4.9% | 5 |
|
|
2025
Q1 | $30.9M | Buy |
377,653
+13,153
| +4% | +$1.08M | 5.46% | 3 |
|
|
2024
Q4 | $29.3M | Buy |
364,500
+12,396
| +4% | +$995K | 5.21% | 4 |
|
|
2024
Q3 | $29.5M | Buy |
352,104
+17,548
| +5% | +$1.47M | 5.43% | 4 |
|
|
2024
Q2 | $26.7M | Buy |
334,556
+15,077
| +5% | +$1.21M | 5.29% | 4 |
|
|
2024
Q1 | $25.7M | Sell |
319,479
-6,749
| -2% | -$543K | 5.34% | 3 |
|
|
2023
Q4 | $26.5M | Buy |
326,228
+25,010
| +8% | +$2.03M | 6.04% | 4 |
|
|
2023
Q3 | $22.9M | Buy |
301,218
+2,834
| +0.9% | +$215K | 5.98% | 4 |
|
|
2023
Q2 | $23.6M | Buy |
298,384
+32,763
| +12% | +$2.59M | 6.03% | 3 |
|
|
2023
Q1 | $21.3M | Buy |
265,621
+88,621
| +50% | +$7.11M | 5.9% | 2 |
|
|
2022
Q4 | $13.7M | Buy |
177,000
+74,617
| +73% | +$5.78M | 4.16% | 8 |
|
|
2022
Q3 | $7.75M | Buy |
+102,383
| New | +$7.75M | 2.57% | 11 |
|
|
2022
Q1 | – | Sell |
-24,392
| Closed | -$2.26M | – | 134 |
|
|
2021
Q4 | $2.26M | Buy |
24,392
+333
| +1% | +$30.9K | 0.69% | 34 |
|
|
2021
Q3 | $2.27M | Buy |
24,059
+320
| +1% | +$30.2K | 0.81% | 29 |
|
|
2021
Q2 | $2.26M | Sell |
23,739
-2,013
| -8% | -$191K | 0.84% | 30 |
|
|
2021
Q1 | $2.4M | Buy |
+25,752
| New | +$2.4M | 1.03% | 26 |
|