CSWM
Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $249K | Buy |
3,107
+1
| +0% | +$80 | 0.09% | 105 |
|
|
2024
Q3 | $260K | Sell |
3,106
-36
| -1% | -$3.02K | 0.1% | 103 |
|
|
2024
Q2 | $251K | Sell |
3,142
-387
| -11% | -$30.9K | 0.1% | 97 |
|
|
2024
Q1 | $284K | Sell |
3,529
-271
| -7% | -$21.8K | 0.13% | 90 |
|
|
2023
Q4 | $309K | Sell |
3,800
-443
| -10% | -$36K | 0.16% | 76 |
|
|
2023
Q3 | $322K | Sell |
4,243
-789
| -16% | -$59.9K | 0.18% | 75 |
|
|
2023
Q2 | $398K | Sell |
5,032
-3,212
| -39% | -$254K | 0.22% | 71 |
|
|
2023
Q1 | $661K | Sell |
8,244
-150
| -2% | -$12K | 0.31% | 49 |
|
|
2022
Q4 | $651K | Sell |
8,394
-4,263
| -34% | -$330K | 0.4% | 51 |
|
|
2022
Q3 | $958K | Buy |
12,657
+276
| +2% | +$20.9K | 0.55% | 39 |
|
|
2022
Q2 | $991K | Sell |
12,381
-1,881
| -13% | -$151K | 0.52% | 38 |
|
|
2022
Q1 | $1.23M | Buy |
14,262
+899
| +7% | +$77.3K | 0.59% | 33 |
|
|
2021
Q4 | $1.24M | Buy |
+13,363
| New | +$1.24M | 0.75% | 28 |
|