EFG
Erickson Financial Group’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 | $7.13M | Buy |
86,033
+1,867
| +2% | +$155K | 4.82% | 6 |
|
|
2025
Q1 | $6.88M | Buy |
84,166
+1,103
| +1% | +$90.2K | 5.14% | 7 |
|
|
2024
Q4 | $6.67M | Buy |
83,063
+1,198
| +1% | +$96.2K | 4.75% | 7 |
|
|
2024
Q3 | $6.86M | Buy |
81,865
+3,143
| +4% | +$263K | 4.91% | 7 |
|
|
2024
Q2 | $6.29M | Buy |
78,722
+735
| +0.9% | +$58.7K | 4.8% | 8 |
|
|
2024
Q1 | $6.28M | Buy |
77,987
+283
| +0.4% | +$22.8K | 4.92% | 8 |
|
|
2023
Q4 | $6.32M | Sell |
77,704
-3,888
| -5% | -$316K | 5.25% | 8 |
|
|
2023
Q3 | $6.2M | Buy |
81,592
+475
| +0.6% | +$36.1K | 5.8% | 8 |
|
|
2023
Q2 | $6.41M | Buy |
81,117
+6,652
| +9% | +$526K | 5.82% | 8 |
|
|
2023
Q1 | $5.97M | Buy |
74,465
+396
| +0.5% | +$31.8K | 5.93% | 7 |
|
|
2022
Q4 | $5.74M | Sell |
74,069
-698
| -0.9% | -$54.1K | 6.21% | 7 |
|
|
2022
Q3 | $5.66M | Sell |
74,767
-63
| -0.1% | -$4.77K | 6.29% | 5 |
|
|
2022
Q2 | $5.99M | Buy |
74,830
+72
| +0.1% | +$5.76K | 6.42% | 5 |
|
|
2022
Q1 | $6.43M | Sell |
74,758
-2,868
| -4% | -$247K | 5.79% | 5 |
|
|
2021
Q4 | $7.2M | Buy |
+77,626
| New | +$7.2M | 6.2% | 4 |
|