DWM
Destination 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
Q1 | – | Sell |
-3,175
| Closed | -$255K | – | 242 |
|
|
2024
Q4 | $255K | Buy |
+3,175
| New | +$255K | 0.01% | 212 |
|
|
2022
Q2 | – | Sell |
-3,278
| Closed | -$282K | – | 205 |
|
|
2022
Q1 | $282K | Buy |
+3,278
| New | +$282K | 0.01% | 170 |
|
|
2019
Q2 | – | Sell |
-311
| Closed | -$27K | – | 751 |
|
|
2019
Q1 | $27K | Buy |
311
+24
| +8% | +$2.08K | ﹤0.01% | 359 |
|
|
2018
Q4 | $24K | Buy |
287
+120
| +72% | +$10K | ﹤0.01% | 341 |
|
|
2018
Q3 | $14K | Sell |
167
-176
| -51% | -$14.8K | ﹤0.01% | 434 |
|
|
2018
Q2 | $29K | Sell |
343
-81
| -19% | -$6.85K | ﹤0.01% | 314 |
|
|
2018
Q1 | $36K | Buy |
+424
| New | +$36K | ﹤0.01% | 290 |
|
|
2016
Q3 | – | Sell |
-2,837
| Closed | -$254K | – | 174 |
|
|
2016
Q2 | $254K | Buy |
+2,837
| New | +$254K | 0.02% | 133 |
|