CWM
CMH 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.56M | Buy |
115,232
+2,278
| +2% | +$189K | 2.22% | 17 |
|
|
2025
Q1 | $9.24M | Buy |
112,954
+2,218
| +2% | +$181K | 2.31% | 14 |
|
|
2024
Q4 | $8.89M | Buy |
110,736
+6,268
| +6% | +$503K | 2.04% | 18 |
|
|
2024
Q3 | $8.75M | Buy |
104,468
+3,879
| +4% | +$325K | 2.06% | 18 |
|
|
2024
Q2 | $8.04M | Sell |
100,589
-2,168
| -2% | -$173K | 1.98% | 21 |
|
|
2024
Q1 | $8.27M | Buy |
102,757
+5,895
| +6% | +$475K | 2.1% | 18 |
|
|
2023
Q4 | $7.87M | Buy |
96,862
+35,037
| +57% | +$2.85M | 1.91% | 21 |
|
|
2023
Q3 | $4.7M | Buy |
61,825
+3,991
| +7% | +$303K | 1.31% | 34 |
|
|
2023
Q2 | $4.57M | Buy |
57,834
+2,416
| +4% | +$191K | 1.23% | 35 |
|
|
2023
Q1 | $4.45M | Sell |
55,418
-4,993
| -8% | -$401K | 1.28% | 34 |
|
|
2022
Q4 | $4.68M | Buy |
+60,411
| New | +$4.68M | 1.5% | 31 |
|
|
2022
Q2 | – | Sell |
-46,683
| Closed | -$4.02M | – | 54 |
|
|
2022
Q1 | $4.02M | Buy |
46,683
+813
| +2% | +$70K | 1.24% | 33 |
|
|
2021
Q4 | $4.26M | Buy |
+45,870
| New | +$4.26M | 1.28% | 31 |
|
|
2019
Q1 | – | Sell |
-56,538
| Closed | -$4.69M | – | 61 |
|
|
2018
Q4 | $4.69M | Sell |
56,538
-74,197
| -57% | -$6.15M | 2.83% | 9 |
|
|
2018
Q3 | $10.9M | Buy |
+130,735
| New | +$10.9M | 5.7% | 2 |
|