CWM
Cordatus 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 | $1.7M | Buy |
20,468
+3,847
| +23% | +$319K | 0.42% | 66 |
|
|
2025
Q1 | $1.36M | Buy |
16,621
+8,207
| +98% | +$671K | 0.37% | 71 |
|
|
2024
Q4 | $675K | Buy |
+8,414
| New | +$675K | 0.18% | 87 |
|
|
2022
Q2 | – | Sell |
-13,725
| Closed | -$1.18M | – | 171 |
|
|
2022
Q1 | $1.18M | Sell |
13,725
-45,629
| -77% | -$3.93M | 0.42% | 94 |
|
|
2021
Q4 | $5.51M | Buy |
59,354
+7,747
| +15% | +$719K | 1.61% | 8 |
|
|
2021
Q3 | $4.87M | Buy |
+51,607
| New | +$4.87M | 3.75% | 4 |
|
|
2021
Q1 | $3.98M | Buy |
42,778
+13,523
| +46% | +$1.26M | 1.53% | 10 |
|
|
2020
Q4 | $2.84M | Buy |
29,255
+4,415
| +18% | +$429K | 1.2% | 16 |
|
|
2020
Q3 | $2.38M | Buy |
24,840
+5,748
| +30% | +$551K | 1.15% | 20 |
|
|
2020
Q2 | $1.82M | Sell |
19,092
-5,137
| -21% | -$489K | 1% | 33 |
|
|
2020
Q1 | $2.11M | Buy |
24,229
+2,461
| +11% | +$214K | 1.52% | 18 |
|
|
2019
Q4 | $1.99M | Sell |
21,768
-26
| -0.1% | -$2.37K | 0.99% | 34 |
|
|
2019
Q3 | $1.99M | Buy |
+21,794
| New | +$1.99M | 1.04% | 36 |
|