EWA
Evolution 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 | $364K | Buy |
+4,390
| New | +$364K | 0.05% | 118 |
|
|
2024
Q3 | – | Sell |
-3,574
| Closed | -$286K | – | 144 |
|
|
2024
Q2 | $286K | Hold |
3,574
| – | – | 0.06% | 110 |
|
|
2024
Q1 | $288K | Hold |
3,574
| – | – | 0.06% | 105 |
|
|
2023
Q4 | $290K | Hold |
3,574
| – | – | 0.06% | 99 |
|
|
2023
Q3 | $272K | Hold |
3,574
| – | – | 0.06% | 99 |
|
|
2023
Q2 | $282K | Buy |
3,574
+294
| +9% | +$23.2K | 0.06% | 95 |
|
|
2023
Q1 | $263K | Hold |
3,280
| – | – | 0.06% | 101 |
|
|
2022
Q4 | $254K | Hold |
3,280
| – | – | 0.06% | 105 |
|
|
2022
Q3 | $248K | Buy |
3,280
+460
| +16% | +$34.8K | 0.07% | 93 |
|
|
2022
Q2 | $226K | Buy |
+2,820
| New | +$226K | 0.06% | 95 |
|
|
2021
Q4 | – | Sell |
-80
| Closed | -$8K | – | 611 |
|
|
2021
Q3 | $8K | Buy |
+80
| New | +$8K | ﹤0.01% | 437 |
|
|
2021
Q1 | – | Sell |
-305
| Closed | -$30K | – | 670 |
|
|
2020
Q4 | $30K | Sell |
305
-150
| -33% | -$14.8K | 0.01% | 224 |
|
|
2020
Q3 | $44K | Buy |
455
+70
| +18% | +$6.77K | 0.01% | 192 |
|
|
2020
Q2 | $37K | Sell |
385
-58,328
| -99% | -$5.61M | 0.01% | 161 |
|
|
2020
Q1 | $5.11M | Buy |
58,713
+38,985
| +198% | +$3.39M | 2.07% | 17 |
|
|
2019
Q4 | $1.8M | Buy |
+19,728
| New | +$1.8M | 0.45% | 30 |
|
|
2019
Q2 | – | Sell |
-20,914
| Closed | -$1.82M | – | 488 |
|
|
2019
Q1 | $1.82M | Sell |
20,914
-5,028
| -19% | -$437K | 0.84% | 27 |
|
|
2018
Q4 | $2.15M | Buy |
+25,942
| New | +$2.15M | 0.98% | 28 |
|