CWA
Cascade Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.33M | Sell |
112,552
-1,615
| -1% | -$134K | 5.27% | 9 |
|
|
2025
Q1 | $9.18M | Buy |
114,167
+34,605
| +43% | +$2.78M | 6.35% | 6 |
|
|
2024
Q4 | $6.39M | Buy |
79,562
+23,117
| +41% | +$1.86M | 4.32% | 9 |
|
|
2024
Q3 | $4.73M | Buy |
56,445
+4,458
| +9% | +$373K | 3.38% | 12 |
|
|
2024
Q2 | $4.2M | Buy |
51,987
+35,703
| +219% | +$2.88M | 3.1% | 13 |
|
|
2024
Q1 | $1.28M | Buy |
+16,284
| New | +$1.28M | 1.09% | 26 |
|