CFP
Cascade Financial Partners’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 | $2.88M | Sell |
34,703
-8,113
| -19% | -$673K | 0.35% | 59 |
|
2025
Q1 | $3.5M | Sell |
42,816
-6,134
| -13% | -$502K | 0.44% | 48 |
|
2024
Q4 | $3.93M | Buy |
48,950
+572
| +1% | +$45.9K | 0.51% | 38 |
|
2024
Q3 | $3.96M | Sell |
48,378
-2,902
| -6% | -$238K | 0.5% | 35 |
|
2024
Q2 | $4.1M | Sell |
51,280
-5,150
| -9% | -$412K | 0.54% | 34 |
|
2024
Q1 | $4.45M | Buy |
+56,430
| New | +$4.45M | 0.64% | 29 |
|