CAG
Compass Advisory Group’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 | $675K | Buy |
8,144
+882
| +12% | +$73.1K | 0.21% | 50 |
|
|
2025
Q1 | $594K | Buy |
+7,262
| New | +$594K | 0.21% | 49 |
|
|
2023
Q1 | – | Sell |
-2,889
| Closed | -$231K | – | 66 |
|
|
2022
Q4 | $231K | Sell |
2,889
-71,710
| -96% | -$5.74M | 0.13% | 62 |
|
|
2022
Q3 | $5.65M | Sell |
74,599
-5,558
| -7% | -$421K | 3.16% | 13 |
|
|
2022
Q2 | $6.41M | Buy |
80,157
+3,300
| +4% | +$264K | 3.48% | 12 |
|
|
2022
Q1 | $6.61M | Buy |
76,857
+2,004
| +3% | +$172K | 3.44% | 11 |
|
|
2021
Q4 | $6.94M | Buy |
74,853
+19,645
| +36% | +$1.82M | 3.76% | 12 |
|
|
2021
Q3 | $5.21M | Buy |
55,208
+3,320
| +6% | +$313K | 3.07% | 12 |
|
|
2021
Q2 | $4.93M | Sell |
51,888
-29,723
| -36% | -$2.83M | 3.06% | 12 |
|
|
2021
Q1 | $7.59M | Buy |
+81,611
| New | +$7.59M | 5.07% | 8 |
|