CFP
Cypress Financial Planning’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 | $34.3M | Buy |
413,772
+16,381
| +4% | +$1.36M | 11.2% | 1 |
|
|
2025
Q1 | $32.5M | Sell |
397,391
-1,824
| -0.5% | -$149K | 11.6% | 1 |
|
|
2024
Q4 | $32M | Buy |
399,215
+6,919
| +2% | +$555K | 11.76% | 2 |
|
|
2024
Q3 | $32.9M | Buy |
392,296
+11,635
| +3% | +$974K | 12.15% | 1 |
|
|
2024
Q2 | $30.4M | Sell |
380,661
-7,112
| -2% | -$568K | 12.59% | 2 |
|
|
2024
Q1 | $31.2M | Buy |
387,773
+94,818
| +32% | +$7.63M | 14.28% | 1 |
|
|
2023
Q4 | $23.6M | Sell |
292,955
-142,536
| -33% | -$11.5M | 21.38% | 1 |
|
|
2023
Q3 | $33.1M | Buy |
435,491
+9,812
| +2% | +$746K | 18.91% | 1 |
|
|
2023
Q2 | $33.5M | Buy |
425,679
+16,883
| +4% | +$1.33M | 18.95% | 1 |
|
|
2023
Q1 | $32.9M | Buy |
408,796
+23,983
| +6% | +$1.93M | 20.04% | 1 |
|
|
2022
Q4 | $30M | Sell |
384,813
-15,401
| -4% | -$1.2M | 20.02% | 1 |
|
|
2022
Q3 | $30.3M | Buy |
400,214
+30,379
| +8% | +$2.3M | 21.5% | 1 |
|
|
2022
Q2 | $29.6M | Buy |
+369,835
| New | +$29.6M | 20.28% | 1 |
|