Clifford Swan Investment Counsel’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,042
| Closed | -$244K | – | 314 |
|
|
2024
Q4 | $244K | Buy |
3,042
+26
| +0.9% | +$2.09K | 0.01% | 284 |
|
|
2024
Q3 | $253K | Buy |
3,016
+24
| +0.8% | +$2.01K | 0.01% | 289 |
|
|
2024
Q2 | $239K | Sell |
2,992
-13
| -0.4% | -$1.04K | 0.01% | 283 |
|
|
2024
Q1 | $242K | Hold |
3,005
| – | – | 0.01% | 284 |
|
|
2023
Q4 | $244K | Sell |
3,005
-211
| -7% | -$17.2K | 0.01% | 279 |
|
|
2023
Q3 | $244K | Hold |
3,216
| – | – | 0.01% | 271 |
|
|
2023
Q2 | $254K | Sell |
3,216
-5,000
| -61% | -$395K | 0.01% | 277 |
|
|
2023
Q1 | $659K | Hold |
8,216
| – | – | 0.03% | 194 |
|
|
2022
Q4 | $637K | Sell |
8,216
-300
| -4% | -$23.3K | 0.03% | 193 |
|
|
2022
Q3 | $644K | Hold |
8,516
| – | – | 0.03% | 191 |
|
|
2022
Q2 | $681K | Hold |
8,516
| – | – | 0.03% | 200 |
|
|
2022
Q1 | $733K | Buy |
8,516
+211
| +3% | +$18.2K | 0.03% | 204 |
|
|
2021
Q4 | $770K | Hold |
8,305
| – | – | 0.03% | 203 |
|
|
2021
Q3 | $778K | Hold |
8,305
| – | – | 0.03% | 206 |
|
|
2021
Q2 | $798K | Hold |
8,305
| – | – | 0.03% | 194 |
|
|
2021
Q1 | $773K | Hold |
8,305
| – | – | 0.03% | 196 |
|
|
2020
Q4 | $807K | Buy |
8,305
+470
| +6% | +$45.7K | 0.04% | 192 |
|
|
2020
Q3 | $751K | Buy |
7,835
+3,000
| +62% | +$288K | 0.04% | 190 |
|
|
2020
Q2 | $460K | Buy |
4,835
+1,357
| +39% | +$129K | 0.02% | 216 |
|
|
2020
Q1 | $303K | Buy |
3,478
+382
| +12% | +$33.3K | 0.02% | 237 |
|
|
2019
Q4 | $283K | Sell |
3,096
-135
| -4% | -$12.3K | 0.01% | 269 |
|
|
2019
Q3 | $295K | Buy |
3,231
+216
| +7% | +$19.7K | 0.02% | 258 |
|
|
2019
Q2 | $271K | Hold |
3,015
| – | – | 0.01% | 272 |
|
|
2019
Q1 | $262K | Hold |
3,015
| – | – | 0.01% | 272 |
|
|
2018
Q4 | $250K | Sell |
3,015
-150
| -5% | -$12.4K | 0.02% | 267 |
|
|
2018
Q3 | $264K | Hold |
3,165
| – | – | 0.01% | 276 |
|
|
2018
Q2 | $264K | Sell |
3,165
-910
| -22% | -$75.9K | 0.01% | 270 |
|
|
2018
Q1 | $346K | Hold |
4,075
| – | – | 0.02% | 244 |
|
|
2017
Q4 | $356K | Hold |
4,075
| – | – | 0.02% | 240 |
|
|
2017
Q3 | $359K | Hold |
4,075
| – | – | 0.02% | 241 |
|
|
2017
Q2 | $357K | Hold |
4,075
| – | – | 0.02% | 245 |
|
|
2017
Q1 | $352K | Sell |
4,075
-1,218
| -23% | -$105K | 0.02% | 232 |
|
|
2016
Q4 | $454K | Hold |
5,293
| – | – | 0.03% | 201 |
|
|
2016
Q3 | $474K | Sell |
5,293
-407
| -7% | -$36.4K | 0.03% | 198 |
|
|
2016
Q2 | $510K | Sell |
5,700
-250
| -4% | -$22.4K | 0.04% | 185 |
|
|
2016
Q1 | $517K | Hold |
5,950
| – | – | 0.04% | 190 |
|
|
2015
Q4 | $500K | Hold |
5,950
| – | – | 0.03% | 198 |
|
|
2015
Q3 | $508K | Hold |
5,950
| – | – | 0.04% | 185 |
|
|
2015
Q2 | $508K | Hold |
5,950
| – | – | 0.03% | 188 |
|
|
2015
Q1 | $522K | Hold |
5,950
| – | – | 0.03% | 185 |
|
|
2014
Q4 | $512K | Sell |
5,950
-25
| -0.4% | -$2.15K | 0.03% | 187 |
|
|
2014
Q3 | $512K | Hold |
5,975
| – | – | 0.04% | 183 |
|
|
2014
Q2 | $517K | Sell |
5,975
-1,300
| -18% | -$112K | 0.03% | 186 |
|
|
2014
Q1 | $618K | Buy |
7,275
+1,200
| +20% | +$102K | 0.04% | 169 |
|
|
2013
Q4 | $502K | Sell |
6,075
-2,404
| -28% | -$199K | 0.04% | 165 |
|
|
2013
Q3 | $707K | Buy |
8,479
+2,025
| +31% | +$169K | 0.06% | 140 |
|
|
2013
Q2 | $536K | Buy |
+6,454
| New | +$536K | 0.04% | 151 |
|