CWM
Collaborative 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 | $433K | Sell |
5,225
-279
| -5% | -$23.1K | 0.19% | 100 |
|
|
2025
Q1 | $450K | Sell |
5,504
-1,459
| -21% | -$119K | 0.21% | 95 |
|
|
2024
Q4 | $559K | Sell |
6,963
-3,467
| -33% | -$278K | 0.25% | 84 |
|
|
2024
Q3 | $873K | Sell |
10,430
-718
| -6% | -$60.1K | 0.4% | 55 |
|
|
2024
Q2 | $891K | Sell |
11,148
-24
| -0.2% | -$1.92K | 0.44% | 53 |
|
|
2024
Q1 | $899K | Sell |
11,172
-1,655
| -13% | -$133K | 0.45% | 54 |
|
|
2023
Q4 | $1.04M | Sell |
12,827
-122
| -0.9% | -$9.92K | 0.56% | 44 |
|
|
2023
Q3 | $984K | Sell |
12,949
-762
| -6% | -$57.9K | 0.59% | 42 |
|
|
2023
Q2 | $1.08M | Sell |
13,711
-1,951
| -12% | -$154K | 0.64% | 36 |
|
|
2023
Q1 | $1.26M | Sell |
15,662
-6,168
| -28% | -$495K | 0.79% | 33 |
|
|
2022
Q4 | $1.69M | Sell |
21,830
-1,036
| -5% | -$80.3K | 1.11% | 29 |
|
|
2022
Q3 | $1.73M | Sell |
22,866
-1,633
| -7% | -$124K | 1.23% | 22 |
|
|
2022
Q2 | $1.96M | Buy |
+24,499
| New | +$1.96M | 1.29% | 19 |
|
|
2021
Q4 | $2.44M | Buy |
+26,317
| New | +$2.44M | 1.34% | 16 |
|
|
2021
Q1 | $2.26M | Buy |
+26,271
| New | +$2.26M | 1.3% | 17 |
|