CWP
Concord Wealth Partners’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 | $960K | Sell |
11,576
-29
| -0.2% | -$2.41K | 0.14% | 131 |
|
|
2025
Q1 | $949K | Buy |
11,605
+1,765
| +18% | +$144K | 0.16% | 118 |
|
|
2024
Q4 | $790K | Buy |
9,840
+426
| +5% | +$34.2K | 0.13% | 115 |
|
|
2024
Q3 | $788K | Buy |
9,414
+1,235
| +15% | +$103K | 0.13% | 110 |
|
|
2024
Q2 | $654K | Sell |
8,179
-282
| -3% | -$22.5K | 0.12% | 123 |
|
|
2024
Q1 | $681K | Buy |
8,461
+37
| +0.4% | +$2.98K | 0.12% | 121 |
|
|
2023
Q4 | $685K | Sell |
8,424
-316
| -4% | -$25.7K | 0.14% | 112 |
|
|
2023
Q3 | $664K | Sell |
8,740
-661
| -7% | -$50.2K | 0.14% | 101 |
|
|
2023
Q2 | $743K | Sell |
9,401
-1,660
| -15% | -$131K | 0.16% | 84 |
|
|
2023
Q1 | $887K | Sell |
11,061
-4,472
| -29% | -$359K | 0.25% | 52 |
|
|
2022
Q4 | $1.2M | Sell |
15,533
-10,263
| -40% | -$795K | 0.36% | 41 |
|
|
2022
Q3 | $1.95M | Sell |
25,796
-8,352
| -24% | -$632K | 0.62% | 30 |
|
|
2022
Q2 | $2.73M | Sell |
34,148
-5,171
| -13% | -$414K | 0.75% | 23 |
|
|
2022
Q1 | $3.38M | Sell |
39,319
-148,301
| -79% | -$12.8M | 0.88% | 20 |
|
|
2021
Q4 | $17.4M | Buy |
187,620
+35,716
| +24% | +$3.31M | 4.26% | 5 |
|
|
2021
Q3 | $14.3M | Sell |
151,904
-43,416
| -22% | -$4.1M | 5.87% | 6 |
|
|
2021
Q2 | $18.6M | Buy |
195,320
+50,586
| +35% | +$4.81M | 5.32% | 5 |
|
|
2021
Q1 | $13.5M | Buy |
144,734
+143,346
| +10,328% | +$13.3M | 4.54% | 7 |
|
|
2020
Q4 | $135K | Buy |
+1,388
| New | +$135K | 0.1% | 109 |
|