Family Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,181	Closed	-$175K	–	238
2024 Q4	$175K	Hold	2,181	–	–	0.03%	166
2024 Q3	$183K	Sell	2,181 -410	-16%	-$33.7K	0.03%	162
2024 Q2	$207K	Sell	2,591 -3,986	-61%	-$316K	0.04%	141
2024 Q1	$530K	Sell	6,577 -9,935	-60%	-$797K	0.1%	97
2023 Q4	$1.34M	Sell	16,512 -42,867	-72%	-$3.31M	0.28%	64
2023 Q3	$4.51M	Buy	59,379 +23,090	+64%	+$1.8M	1.04%	25
2023 Q2	$2.87M	Buy	+36,289	New	+$2.88M	0.63%	37
2020 Q2	–	Sell	-1,194	Closed	-$104K	–	175
2020 Q1	$104K	Hold	1,194	–	–	0.05%	138
2019 Q4	$109K	Sell	1,194 -300	-20%	-$27.4K	0.04%	162
2019 Q3	$136K	Hold	1,494	–	–	0.05%	141
2019 Q2	$134K	Buy	+1,494	New	+$131K	0.05%	137