CWM
Congress 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 | $19.6M | Buy |
236,027
+28,556
| +14% | +$2.37M | 0.19% | 130 |
|
|
2025
Q1 | $16.9M | Buy |
207,471
+202,571
| +4,134% | +$16.5M | 0.2% | 128 |
|
|
2024
Q4 | $393K | Buy |
4,900
+1,172
| +31% | +$94.1K | 0.01% | 696 |
|
|
2024
Q3 | $312K | Buy |
+3,728
| New | +$312K | ﹤0.01% | 720 |
|
|
2024
Q1 | – | Sell |
-2,985
| Closed | -$243K | – | 641 |
|
|
2023
Q4 | $243K | Sell |
2,985
-133
| -4% | -$10.8K | ﹤0.01% | 564 |
|
|
2023
Q3 | $237K | Buy |
+3,118
| New | +$237K | ﹤0.01% | 555 |
|
|
2022
Q2 | – | Sell |
-3,885
| Closed | -$334K | – | 619 |
|
|
2022
Q1 | $334K | Buy |
+3,885
| New | +$334K | 0.01% | 496 |
|