ETIA
Epic Trust Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $287K | Sell |
3,590
-326
| -8% | -$26.1K | 0.32% | 81 |
|
|
2024
Q1 | $315K | Sell |
3,916
-490
| -11% | -$39.5K | 0.39% | 74 |
|
|
2023
Q4 | $358K | Sell |
4,406
-2,772
| -39% | -$225K | 0.48% | 56 |
|
|
2023
Q3 | $545K | Buy |
7,178
+762
| +12% | +$57.9K | 0.86% | 35 |
|
|
2023
Q2 | $507K | Sell |
6,416
-4,175
| -39% | -$330K | 0.72% | 39 |
|
|
2023
Q1 | $850K | Buy |
10,591
+7,994
| +308% | +$641K | 1.04% | 25 |
|
|
2022
Q4 | $201K | Buy |
+2,597
| New | +$201K | 0.3% | 95 |
|