Crewe Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.25M | Buy |
+87,389
| New | +$7.25M | 1.03% | 22 |
|
|
2024
Q3 | – | Sell |
-34,845
| Closed | -$2.79M | – | 988 |
|
|
2024
Q2 | $2.79M | Buy |
34,845
+9,024
| +35% | +$721K | 0.31% | 42 |
|
|
2024
Q1 | $2.08M | Buy |
25,821
+14,613
| +130% | +$1.18M | 0.24% | 45 |
|
|
2023
Q4 | $911K | Buy |
11,208
+8,820
| +369% | +$717K | 0.14% | 40 |
|
|
2023
Q3 | $181K | Buy |
2,388
+1,043
| +78% | +$79.3K | 0.03% | 72 |
|
|
2023
Q2 | $106K | Hold |
1,345
| – | – | 0.01% | 197 |
|
|
2023
Q1 | $108K | Buy |
1,345
+400
| +42% | +$32.1K | 0.02% | 219 |
|
|
2022
Q4 | $73.2K | Sell |
945
-75
| -7% | -$5.81K | 0.01% | 263 |
|
|
2022
Q3 | $77K | Hold |
1,020
| – | – | 0.01% | 257 |
|
|
2022
Q2 | $82K | Buy |
1,020
+200
| +24% | +$16.1K | 0.02% | 236 |
|
|
2022
Q1 | $71K | Buy |
820
+660
| +413% | +$57.1K | 0.01% | 206 |
|
|
2021
Q4 | $15K | Sell |
160
-1,840
| -92% | -$173K | ﹤0.01% | 294 |
|
|
2021
Q3 | $189K | Hold |
2,000
| – | – | 0.04% | 73 |
|
|
2021
Q2 | $190K | Hold |
2,000
| – | – | 0.05% | 74 |
|
|
2021
Q1 | $186K | Hold |
2,000
| – | – | 0.05% | 66 |
|
|
2020
Q4 | $194K | Hold |
2,000
| – | – | 0.08% | 63 |
|
|
2020
Q3 | $192K | Hold |
2,000
| – | – | 0.09% | 48 |
|
|
2020
Q2 | $190K | Hold |
2,000
| – | – | 0.09% | 51 |
|
|
2020
Q1 | $174K | Sell |
2,000
-233
| -10% | -$20.3K | 0.1% | 46 |
|
|
2019
Q4 | $204K | Buy |
2,233
+233
| +12% | +$21.3K | 0.09% | 54 |
|
|
2019
Q3 | $182K | Sell |
2,000
-83
| -4% | -$7.55K | 0.08% | 61 |
|
|
2019
Q2 | $187K | Buy |
2,083
+83
| +4% | +$7.45K | 0.06% | 86 |
|
|
2019
Q1 | $174K | Hold |
2,000
| – | – | 0.05% | 61 |
|
|
2018
Q4 | $166K | Hold |
2,000
| – | – | 0.05% | 62 |
|
|
2018
Q3 | $167K | Buy |
+2,000
| New | +$167K | 0.14% | 60 |
|