Geneos Wealth 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
Q2 | $601K | Sell |
7,247
-9,837
| -58% | -$816K | 0.01% | 659 |
|
|
2025
Q1 | $1.4M | Buy |
17,084
+9,660
| +130% | +$790K | 0.02% | 576 |
|
|
2024
Q4 | $596K | Buy |
7,424
+138
| +2% | +$11.1K | 0.02% | 544 |
|
|
2024
Q3 | $610K | Buy |
7,286
+3,450
| +90% | +$289K | 0.02% | 509 |
|
|
2024
Q2 | $307K | Sell |
3,836
-2,018
| -34% | -$161K | 0.01% | 601 |
|
|
2024
Q1 | $471K | Sell |
5,854
-2,498
| -30% | -$201K | 0.02% | 510 |
|
|
2023
Q4 | $679K | Buy |
8,352
+822
| +11% | +$66.8K | 0.03% | 408 |
|
|
2023
Q3 | $572K | Sell |
7,530
-280
| -4% | -$21.3K | 0.03% | 439 |
|
|
2023
Q2 | $617K | Buy |
7,810
+1,723
| +28% | +$136K | 0.03% | 424 |
|
|
2023
Q1 | $488K | Buy |
6,087
+1,818
| +43% | +$146K | 0.03% | 449 |
|
|
2022
Q4 | $331K | Sell |
4,269
-1,423
| -25% | -$110K | 0.02% | 500 |
|
|
2022
Q3 | $430K | Sell |
5,692
-2,710
| -32% | -$205K | 0.03% | 424 |
|
|
2022
Q2 | $678K | Sell |
8,402
-192
| -2% | -$15.5K | 0.03% | 417 |
|
|
2022
Q1 | $739K | Sell |
8,594
-4,815
| -36% | -$414K | 0.03% | 441 |
|
|
2021
Q4 | $1.24M | Buy |
13,409
+2,545
| +23% | +$236K | 0.05% | 342 |
|
|
2021
Q3 | $1.03M | Buy |
10,864
+6,816
| +168% | +$645K | 0.04% | 375 |
|
|
2021
Q2 | $384K | Sell |
4,048
-8,846
| -69% | -$839K | 0.02% | 632 |
|
|
2021
Q1 | $1.21M | Buy |
12,894
+210
| +2% | +$19.7K | 0.03% | 376 |
|
|
2020
Q4 | $347K | Buy |
12,684
+9,121
| +256% | +$250K | 0.01% | 638 |
|
|
2020
Q3 | $340K | Sell |
3,563
-180
| -5% | -$17.2K | 0.02% | 525 |
|
|
2020
Q2 | $354K | Sell |
3,743
-239
| -6% | -$22.6K | 0.02% | 494 |
|
|
2020
Q1 | $341K | Sell |
3,982
-849
| -18% | -$72.7K | 0.02% | 459 |
|
|
2019
Q4 | $441K | Sell |
4,831
-296
| -6% | -$27K | 0.02% | 462 |
|
|
2019
Q3 | $467K | Sell |
5,127
-118
| -2% | -$10.7K | 0.03% | 422 |
|
|
2019
Q2 | $471K | Buy |
5,245
+129
| +3% | +$11.6K | 0.03% | 420 |
|
|
2019
Q1 | $444K | Buy |
5,116
+2,333
| +84% | +$202K | 0.03% | 428 |
|
|
2018
Q4 | $229K | Sell |
2,783
-3,847
| -58% | -$317K | 0.02% | 561 |
|
|
2018
Q3 | $553K | Buy |
6,630
+1,862
| +39% | +$155K | 0.04% | 363 |
|
|
2018
Q2 | $398K | Sell |
4,768
-895
| -16% | -$74.7K | 0.03% | 369 |
|
|
2018
Q1 | $480K | Sell |
5,663
-1,572
| -22% | -$133K | 0.04% | 312 |
|
|
2017
Q4 | $632K | Sell |
7,235
-70,799
| -91% | -$6.18M | 0.06% | 276 |
|
|
2017
Q3 | $6.87M | Buy |
78,034
+70,428
| +926% | +$6.2M | 0.68% | 28 |
|
|
2017
Q2 | $665K | Buy |
7,606
+107
| +1% | +$9.36K | 0.07% | 243 |
|
|
2017
Q1 | $647K | Buy |
7,499
+1,190
| +19% | +$103K | 0.07% | 227 |
|
|
2016
Q4 | $540K | Sell |
6,309
-195
| -3% | -$16.7K | 0.07% | 231 |
|
|
2016
Q3 | $582K | Sell |
6,504
-198
| -3% | -$17.7K | 0.08% | 225 |
|
|
2016
Q2 | $598K | Sell |
6,702
-7,106
| -51% | -$634K | 0.09% | 214 |
|
|
2016
Q1 | $1.2M | Buy |
+13,808
| New | +$1.2M | 0.18% | 129 |
|