Forvis Mazars Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,360
| Closed | -$1.12M | – | 432 |
|
|
2024
Q3 | $1.12M | Sell |
13,360
-16
| -0.1% | -$1.34K | 0.03% | 219 |
|
|
2024
Q2 | $1.07M | Buy |
13,376
+112
| +0.8% | +$8.95K | 0.03% | 207 |
|
|
2024
Q1 | $1.07M | Hold |
13,264
| – | – | 0.03% | 208 |
|
|
2023
Q4 | $1.08M | Hold |
13,264
| – | – | 0.03% | 197 |
|
|
2023
Q3 | $1.01M | Sell |
13,264
-11,452
| -46% | -$870K | 0.03% | 202 |
|
|
2023
Q2 | $1.95M | Buy |
24,716
+11,237
| +83% | +$888K | 0.06% | 168 |
|
|
2023
Q1 | $1.08M | Buy |
13,479
+611
| +5% | +$49K | 0.04% | 196 |
|
|
2022
Q4 | $997K | Buy |
12,868
+938
| +8% | +$72.7K | 0.03% | 202 |
|
|
2022
Q3 | $903K | Buy |
+11,930
| New | +$903K | 0.04% | 199 |
|