EP Wealth Advisors’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 | $1.55M | Buy |
18,726
+4,512
| +32% | +$374K | 0.01% | 463 |
|
|
2025
Q1 | $1.16M | Sell |
14,214
-6,178
| -30% | -$505K | 0.01% | 467 |
|
|
2024
Q4 | $1.64M | Buy |
20,392
+785
| +4% | +$63K | 0.01% | 390 |
|
|
2024
Q3 | $1.64M | Buy |
19,607
+2,534
| +15% | +$212K | 0.01% | 392 |
|
|
2024
Q2 | $1.36M | Sell |
17,073
-4,903
| -22% | -$392K | 0.01% | 337 |
|
|
2024
Q1 | $1.77M | Sell |
21,976
-919
| -4% | -$74K | 0.02% | 288 |
|
|
2023
Q4 | $1.86M | Buy |
22,895
+19,288
| +535% | +$1.57M | 0.02% | 271 |
|
|
2023
Q3 | $274K | Buy |
3,607
+2,317
| +180% | +$176K | ﹤0.01% | 576 |
|
|
2023
Q2 | $454K | Sell |
1,290
-80,856
| -98% | -$28.5M | 0.01% | 484 |
|
|
2023
Q1 | $13M | Buy |
82,146
+43,975
| +115% | +$6.98M | 0.22% | 75 |
|
|
2022
Q4 | $2.96M | Sell |
38,171
-6,570
| -15% | -$509K | 0.05% | 179 |
|
|
2022
Q3 | $3.39M | Buy |
44,741
+10,388
| +30% | +$786K | 0.08% | 144 |
|
|
2022
Q2 | $2.75M | Buy |
34,353
+147
| +0.4% | +$11.8K | 0.06% | 164 |
|
|
2022
Q1 | $2.94M | Sell |
34,206
-1,233
| -3% | -$106K | 0.06% | 163 |
|
|
2021
Q4 | $3.29M | Buy |
+35,439
| New | +$3.29M | 0.08% | 140 |
|
|
2021
Q3 | – | Sell |
-34,181
| Closed | -$3.25M | – | 563 |
|
|
2021
Q2 | $3.25M | Buy |
34,181
+17,790
| +109% | +$1.69M | 0.09% | 138 |
|
|
2021
Q1 | $1.53M | Buy |
16,391
+3,954
| +32% | +$368K | 0.05% | 192 |
|
|
2020
Q4 | $1.21M | Buy |
+12,437
| New | +$1.21M | 0.04% | 172 |
|