FWP
Falcon Wealth Planning’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 | $637K | Buy |
7,687
+83
| +1% | +$6.88K | 0.06% | 90 |
|
2025
Q1 | $622K | Buy |
7,604
+53
| +0.7% | +$4.33K | 0.07% | 86 |
|
2024
Q4 | $606K | Buy |
+7,551
| New | +$606K | 0.07% | 85 |
|
2022
Q4 | – | Sell |
-6,024
| Closed | -$456K | – | 102 |
|
2022
Q3 | $456K | Buy |
+6,024
| New | +$456K | 0.15% | 45 |
|