Crewe Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.71M	Buy	93,118 +138	+0.1%	+$11.5K	0.66%	28
2025 Q4	$7.79M	Buy	92,980 +1,567	+2%	+$132K	0.69%	29
2025 Q3	$7.69M	Buy	91,413 +4,024	+5%	+$335K	0.73%	27
2025 Q2	$7.25M	Buy	+87,389	New	+$7.1M	1.03%	22
2024 Q3	–	Sell	-34,845	Closed	-$2.79M	–	988
2024 Q2	$2.79M	Buy	34,845 +9,024	+35%	+$716K	0.31%	42
2024 Q1	$2.08M	Buy	25,821 +14,613	+130%	+$1.17M	0.24%	45
2023 Q4	$911K	Buy	11,208 +8,820	+369%	+$681K	0.14%	40
2023 Q3	$181K	Buy	2,388 +1,043	+78%	+$81.1K	0.03%	72
2023 Q2	$106K	Hold	1,345	–	–	0.01%	197
2023 Q1	$108K	Buy	1,345 +400	+42%	+$31.7K	0.02%	219
2022 Q4	$73.2K	Sell	945 -75	-7%	-$5.77K	0.01%	263
2022 Q3	$77K	Hold	1,020	–	–	0.01%	257
2022 Q2	$82K	Buy	1,020 +200	+24%	+$16.3K	0.02%	236
2022 Q1	$71K	Buy	820 +660	+413%	+$58.6K	0.01%	206
2021 Q4	$15K	Sell	160 -1,840	-92%	-$172K	﹤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%	-$21.2K	0.1%	46
2019 Q4	$204K	Buy	2,233 +233	+12%	+$21.2K	0.09%	54
2019 Q3	$182K	Sell	2,000 -83	-4%	-$7.52K	0.08%	61
2019 Q2	$187K	Buy	2,083 +83	+4%	+$7.26K	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	+$168K	0.14%	60