Elmwood Wealth Management’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
2025 Q3	–	Sell	-19,924	Closed	-$1.65M	–	144
2025 Q2	$1.65M	Sell	19,924 -962	-5%	-$78.2K	0.65%	55
2025 Q1	$1.71M	Sell	20,886 -2,023	-9%	-$164K	0.7%	54
2024 Q4	$1.84M	Sell	22,909 -912	-4%	-$74.4K	0.74%	50
2024 Q3	$2M	Buy	23,821 +1,709	+8%	+$141K	0.82%	47
2024 Q2	$1.77M	Buy	22,112 +3,371	+18%	+$268K	0.79%	48
2024 Q1	$1.51M	Buy	+18,741	New	+$1.5M	0.65%	56
2022 Q1	–	Sell	-1,455	Closed	-$135K	–	313
2021 Q4	$135K	Buy	+1,455	New	+$136K	0.06%	137
2021 Q2	$138K	Hold	1,455	–	–	0.07%	125
2021 Q1	$135K	Buy	+1,455	New	+$138K	0.08%	121
2020 Q3	$127K	Hold	1,340	–	–	0.1%	100
2020 Q2	$127K	Sell	1,340 -2,705	-67%	-$249K	0.1%	100
2020 Q1	$343K	Buy	+4,045	New	+$368K	0.33%	72
2019 Q4	–	Sell	-1,475	Closed	-$135K	–	235
2019 Q3	$135K	Sell	1,475 -115	-7%	-$10.4K	0.14%	87
2019 Q2	$143K	Sell	1,590 -35	-2%	-$3.06K	0.13%	91
2019 Q1	$141K	Sell	1,625 -25	-2%	-$2.12K	0.13%	92
2018 Q4	$137K	Sell	1,650 -440	-21%	-$36.3K	0.13%	96
2018 Q3	$175K	Sell	2,090 -1,655	-44%	-$139K	0.14%	94
2018 Q2	$313K	Sell	3,745 -300	-7%	-$25.1K	0.28%	78
2018 Q1	$343K	Buy	+4,045	New	+$346K	0.33%	72