CWM
Cornerstone 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 | $8.01M | Buy |
96,586
+3,198
| +3% | +$265K | 0.49% | 48 |
|
|
2025
Q1 | $7.64M | Sell |
93,388
-2,581
| -3% | -$211K | 0.52% | 45 |
|
|
2024
Q4 | $7.7M | Sell |
95,969
-52,344
| -35% | -$4.2M | 0.52% | 43 |
|
|
2024
Q3 | $12.4M | Buy |
148,313
+9,760
| +7% | +$817K | 0.87% | 18 |
|
|
2024
Q2 | $11.1M | Buy |
138,553
+20,213
| +17% | +$1.62M | 0.85% | 20 |
|
|
2024
Q1 | $9.53M | Buy |
118,340
+2,767
| +2% | +$223K | 0.77% | 25 |
|
|
2023
Q4 | $9.39M | Sell |
115,573
-3,308
| -3% | -$269K | 0.81% | 24 |
|
|
2023
Q3 | $9.03M | Sell |
118,881
-1,075
| -0.9% | -$81.7K | 0.85% | 25 |
|
|
2023
Q2 | $9.48M | Buy |
119,956
+5,630
| +5% | +$445K | 0.85% | 23 |
|
|
2023
Q1 | $9.17M | Buy |
+114,326
| New | +$9.17M | 0.9% | 22 |
|
|
2022
Q3 | $8.43M | Sell |
111,355
-660
| -0.6% | -$49.9K | 0.94% | 24 |
|
|
2022
Q2 | $8.96M | Buy |
112,015
+28
| +0% | +$2.24K | 0.99% | 18 |
|
|
2022
Q1 | $9.64M | Sell |
111,987
-80,645
| -42% | -$6.94M | 0.94% | 18 |
|
|
2021
Q4 | $17.9M | Buy |
192,632
+6,811
| +4% | +$632K | 1.7% | 11 |
|
|
2021
Q3 | $17.5M | Buy |
185,821
+4,610
| +3% | +$435K | 1.87% | 9 |
|
|
2021
Q2 | $17.2M | Buy |
181,211
+9,418
| +5% | +$895K | 1.81% | 10 |
|
|
2021
Q1 | $16M | Buy |
171,793
+3,521
| +2% | +$328K | 1.89% | 8 |
|
|
2020
Q4 | $16.3M | Buy |
168,272
+28,822
| +21% | +$2.8M | 2.05% | 8 |
|
|
2020
Q3 | $13.4M | Buy |
139,450
+22,753
| +19% | +$2.18M | 1.98% | 9 |
|
|
2020
Q2 | $11.1M | Sell |
116,697
-1,777
| -1% | -$169K | 1.8% | 9 |
|
|
2020
Q1 | $10.3M | Sell |
118,474
-3,948
| -3% | -$344K | 1.99% | 9 |
|
|
2019
Q4 | $11.2M | Sell |
122,422
-3,304
| -3% | -$302K | 1.81% | 9 |
|
|
2019
Q3 | $11.5M | Sell |
125,726
-1,354
| -1% | -$124K | 2.02% | 8 |
|
|
2019
Q2 | $11.4M | Buy |
127,080
+1,541
| +1% | +$138K | 2.05% | 7 |
|
|
2019
Q1 | $17.9M | Buy |
125,539
+3,705
| +3% | +$528K | 2.17% | 6 |
|
|
2018
Q4 | $10.1M | Sell |
121,834
-9,969,537
| -99% | -$825M | 2.15% | 6 |
|
|
2018
Q3 | $115M | Sell |
10,091,371
-567,080
| -5% | -$6.45M | 1.45% | 6 |
|
|
2018
Q2 | $128M | Buy |
10,658,451
+10,530,598
| +8,236% | +$127M | 1.44% | 7 |
|
|
2018
Q1 | $10.8M | Buy |
127,853
+8,150
| +7% | +$689K | 2.06% | 8 |
|
|
2017
Q4 | $10.4M | Buy |
119,703
+4,831
| +4% | +$420K | 1.95% | 8 |
|
|
2017
Q3 | $10.1M | Buy |
114,872
+6,079
| +6% | +$534K | 2.09% | 7 |
|
|
2017
Q2 | $9.48M | Buy |
108,793
+10,629
| +11% | +$926K | 2.13% | 7 |
|
|
2017
Q1 | $8.5M | Buy |
98,164
+4,485
| +5% | +$388K | 2.1% | 8 |
|
|
2016
Q4 | $8.02M | Buy |
93,679
+16,714
| +22% | +$1.43M | 2.57% | 5 |
|
|
2016
Q3 | $6.84M | Buy |
+76,965
| New | +$6.84M | 2.53% | 8 |
|
|
2016
Q1 | $4.91M | Buy |
+55,856
| New | +$4.91M | 3.73% | 7 |
|