CFO
CVA Family Office’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 | $1.89M | Buy |
22,798
+1,025
| +5% | +$85K | 0.27% | 65 |
|
2025
Q1 | $1.78M | Buy |
21,773
+2,036
| +10% | +$166K | 0.27% | 62 |
|
2024
Q4 | $1.58M | Buy |
19,737
+2,934
| +17% | +$236K | 0.25% | 67 |
|
2024
Q3 | $1.41M | Sell |
16,803
-684
| -4% | -$57.3K | 0.23% | 73 |
|
2024
Q2 | $1.4M | Buy |
17,487
+238
| +1% | +$19K | 0.25% | 67 |
|
2024
Q1 | $1.39M | Buy |
17,249
+670
| +4% | +$53.9K | 0.25% | 70 |
|
2023
Q4 | $1.35M | Buy |
16,579
+332
| +2% | +$27K | 0.26% | 63 |
|
2023
Q3 | $1.23M | Buy |
16,247
+2,333
| +17% | +$177K | 0.28% | 68 |
|
2023
Q2 | $1.1M | Buy |
13,914
+1,043
| +8% | +$82.4K | 0.23% | 75 |
|
2023
Q1 | $1.03M | Buy |
12,871
+8,966
| +230% | +$719K | 0.23% | 73 |
|
2022
Q4 | $303K | Buy |
3,905
+1,400
| +56% | +$109K | 0.07% | 153 |
|
2022
Q3 | $190K | Hold |
2,505
| – | – | 0.05% | 180 |
|
2022
Q2 | $200K | Hold |
2,505
| – | – | 0.05% | 169 |
|
2022
Q1 | $216K | Buy |
2,505
+275
| +12% | +$23.7K | 0.05% | 172 |
|
2021
Q4 | $207K | Hold |
2,230
| – | – | 0.05% | 164 |
|
2021
Q3 | $214K | Hold |
2,230
| – | – | 0.15% | 88 |
|
2021
Q2 | $212K | Hold |
2,230
| – | – | 0.06% | 154 |
|
2021
Q1 | $207K | Hold |
2,230
| – | – | 0.08% | 117 |
|
2020
Q4 | $217K | Hold |
2,230
| – | – | 0.13% | 94 |
|
2020
Q3 | $214K | Hold |
2,230
| – | – | 0.15% | 88 |
|
2020
Q2 | $212K | Buy |
2,230
+100
| +5% | +$9.51K | 0.17% | 83 |
|
2020
Q1 | $186K | Buy |
+2,130
| New | +$186K | 0.19% | 75 |
|