Exencial Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
210,686
+3,386
| +2% | +$281K | 0.62% | 43 |
|
|
2025
Q1 | $16.9M | Buy |
207,300
+7,851
| +4% | +$642K | 0.63% | 41 |
|
|
2024
Q4 | $16M | Buy |
199,449
+5,881
| +3% | +$472K | 0.59% | 50 |
|
|
2024
Q3 | $16.2M | Buy |
193,568
+1,092
| +0.6% | +$91.5K | 0.58% | 52 |
|
|
2024
Q2 | $15.4M | Buy |
192,476
+2,940
| +2% | +$235K | 0.58% | 55 |
|
|
2024
Q1 | $15.3M | Buy |
189,536
+89,279
| +89% | +$7.19M | 0.57% | 56 |
|
|
2023
Q4 | $8.15M | Buy |
100,257
+502
| +0.5% | +$40.8K | 0.33% | 91 |
|
|
2023
Q3 | $7.58M | Buy |
99,755
+18,531
| +23% | +$1.41M | 0.37% | 83 |
|
|
2023
Q2 | $6.42M | Buy |
+81,224
| New | +$6.42M | 0.29% | 99 |
|
|
2018
Q4 | – | Sell |
-30,089
| Closed | -$2.51M | – | 232 |
|
|
2018
Q3 | $2.51M | Buy |
30,089
+144
| +0.5% | +$12K | 0.58% | 56 |
|
|
2018
Q2 | $2.5M | Buy |
+29,945
| New | +$2.5M | 0.7% | 52 |
|