Family Management’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
Q1 | – | Sell |
-2,181
| Closed | -$175K | – | 224 |
|
|
2024
Q4 | $175K | Hold |
2,181
| – | – | 0.03% | 157 |
|
|
2024
Q3 | $183K | Sell |
2,181
-410
| -16% | -$34.3K | 0.03% | 160 |
|
|
2024
Q2 | $207K | Sell |
2,591
-3,986
| -61% | -$319K | 0.04% | 139 |
|
|
2024
Q1 | $530K | Sell |
6,577
-9,935
| -60% | -$800K | 0.1% | 96 |
|
|
2023
Q4 | $1.34M | Sell |
16,512
-42,867
| -72% | -$3.48M | 0.28% | 64 |
|
|
2023
Q3 | $4.51M | Buy |
59,379
+23,090
| +64% | +$1.75M | 1.02% | 25 |
|
|
2023
Q2 | $2.87M | Buy |
+36,289
| New | +$2.87M | 0.63% | 37 |
|
|
2020
Q2 | – | Sell |
-1,194
| Closed | -$104K | – | 174 |
|
|
2020
Q1 | $104K | Hold |
1,194
| – | – | 0.05% | 138 |
|
|
2019
Q4 | $109K | Sell |
1,194
-300
| -20% | -$27.4K | 0.04% | 161 |
|
|
2019
Q3 | $136K | Hold |
1,494
| – | – | 0.05% | 140 |
|
|
2019
Q2 | $134K | Buy |
+1,494
| New | +$134K | 0.05% | 136 |
|