Fingerlakes Wealth 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
2024 Q3	–	Sell	-3,859	Closed	-$308K	–	92
2024 Q2	$308K	Buy	3,859 +18	+0.5%	+$1.43K	0.28%	68
2024 Q1	$309K	Buy	3,841 +12	+0.3%	+$963	0.3%	68
2023 Q4	$311K	Buy	3,829 +23	+0.6%	+$1.78K	0.33%	67
2023 Q3	$289K	Sell	3,806 -1,694	-31%	-$132K	0.35%	68
2023 Q2	$435K	Sell	5,500 -358	-6%	-$28.4K	0.5%	55
2023 Q1	$470K	Sell	5,858 -291	-5%	-$23.1K	0.59%	48
2022 Q4	$477K	Sell	6,149 -223	-3%	-$17.1K	0.66%	44
2022 Q3	$482K	Sell	6,372 -183	-3%	-$14.7K	0.7%	42
2022 Q2	$525K	Sell	6,555 -957	-13%	-$78.1K	0.72%	41
2022 Q1	$646K	Sell	7,512 -116	-2%	-$10.3K	0.76%	37
2021 Q4	$726K	Buy	+7,628	New	+$714K	0.82%	34