CIAS
CBIZ Investment Advisory Services’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 | $27.2M | Buy |
327,764
+10,765
| +3% | +$893K | 1.2% | 12 |
|
|
2025
Q1 | $25.9M | Buy |
316,999
+14,336
| +5% | +$1.17M | 1.27% | 12 |
|
|
2024
Q4 | $24.3M | Buy |
302,663
+28,649
| +10% | +$2.3M | 1.21% | 11 |
|
|
2024
Q3 | $22.9M | Buy |
274,014
+6,881
| +3% | +$576K | 1.19% | 10 |
|
|
2024
Q2 | $21.4M | Sell |
267,133
-194,409
| -42% | -$15.5M | 1.2% | 10 |
|
|
2024
Q1 | $37.2M | Buy |
461,542
+25,985
| +6% | +$2.09M | 2.58% | 7 |
|
|
2023
Q4 | $35.4M | Buy |
+435,557
| New | +$35.4M | 2.69% | 7 |
|
|
2023
Q3 | – | Sell |
-405,660
| Closed | -$32.1M | – | 34 |
|
|
2023
Q2 | $32.1M | Buy |
405,660
+6,506
| +2% | +$514K | 2.73% | 9 |
|
|
2023
Q1 | $32M | Buy |
399,154
+197,856
| +98% | +$15.9M | 2.8% | 8 |
|
|
2022
Q4 | $15.6M | Sell |
201,298
-28,448
| -12% | -$2.21M | 6.07% | 5 |
|
|
2022
Q3 | $17.4M | Sell |
229,746
-175,231
| -43% | -$13.3M | 17.47% | 2 |
|
|
2022
Q2 | $32.4M | Buy |
+404,977
| New | +$32.4M | 2.97% | 9 |
|
|
2022
Q1 | – | Sell |
-381,971
| Closed | -$35.4M | – | 33 |
|
|
2021
Q4 | $35.4M | Buy |
+381,971
| New | +$35.4M | 2.76% | 10 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 9 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 9 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 14 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 7 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 7 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 7 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 6 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 7 |
|