DWM
Defined 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 | $897K | Buy |
10,812
+174
| +2% | +$14.4K | 0.55% | 48 |
|
|
2025
Q1 | $870K | Sell |
10,638
-3,775
| -26% | -$309K | 0.58% | 48 |
|
|
2024
Q4 | $1.16M | Buy |
14,413
+47
| +0.3% | +$3.77K | 0.77% | 38 |
|
|
2024
Q3 | $1.2M | Buy |
14,366
+322
| +2% | +$27K | 0.78% | 37 |
|
|
2024
Q2 | $1.12M | Buy |
14,044
+2,507
| +22% | +$200K | 0.78% | 37 |
|
|
2024
Q1 | $929K | Sell |
11,537
-14
| -0.1% | -$1.13K | 0.67% | 42 |
|
|
2023
Q4 | $939K | Buy |
11,551
+132
| +1% | +$10.7K | 0.72% | 39 |
|
|
2023
Q3 | $868K | Sell |
11,419
-2,362
| -17% | -$179K | 0.74% | 41 |
|
|
2023
Q2 | $1.09M | Buy |
13,781
+7,293
| +112% | +$576K | 0.92% | 31 |
|
|
2023
Q1 | $520K | Buy |
+6,488
| New | +$520K | 0.49% | 53 |
|