GM
GeoWealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Sell |
9,631
-3,554
| -27% | -$295K | 0.03% | 304 |
|
|
2025
Q1 | $1.08M | Sell |
13,185
-462
| -3% | -$37.8K | 0.04% | 243 |
|
|
2024
Q4 | $1.1M | Sell |
13,647
-52,607
| -79% | -$4.22M | 0.04% | 281 |
|
|
2024
Q3 | $5.55M | Buy |
66,254
+33,247
| +101% | +$2.78M | 0.2% | 95 |
|
|
2024
Q2 | $2.64M | Sell |
33,007
-5,868
| -15% | -$469K | 0.11% | 132 |
|
|
2024
Q1 | $3.13M | Sell |
38,875
-11,817
| -23% | -$951K | 0.12% | 130 |
|
|
2023
Q4 | $4.12M | Sell |
50,692
-3,805
| -7% | -$309K | 0.34% | 72 |
|
|
2023
Q3 | $4.14M | Sell |
54,497
-2,164
| -4% | -$164K | 0.47% | 60 |
|
|
2023
Q2 | $4.48M | Sell |
56,661
-13,351
| -19% | -$1.05M | 0.48% | 41 |
|
|
2023
Q1 | $5.62M | Sell |
70,012
-48,822
| -41% | -$3.92M | 0.66% | 27 |
|
|
2022
Q4 | $9.21M | Sell |
118,834
-11,937
| -9% | -$925K | 0.97% | 19 |
|
|
2022
Q3 | $9.9M | Sell |
130,771
-36,897
| -22% | -$2.79M | 1.08% | 12 |
|
|
2022
Q2 | $13.4M | Buy |
167,668
+21,353
| +15% | +$1.71M | 1.8% | 10 |
|
|
2022
Q1 | $12.6M | Sell |
146,315
-83,561
| -36% | -$7.19M | 1.11% | 23 |
|
|
2021
Q4 | $21.3M | Buy |
229,876
+39,605
| +21% | +$3.67M | 1.74% | 11 |
|
|
2021
Q3 | $18M | Buy |
190,271
+43,608
| +30% | +$4.12M | 1.48% | 13 |
|
|
2021
Q2 | $13.9M | Buy |
146,663
+10,803
| +8% | +$1.03M | 1.76% | 9 |
|
|
2021
Q1 | $12.6M | Buy |
135,860
+12,132
| +10% | +$1.13M | 1.97% | 8 |
|
|
2020
Q4 | $12M | Buy |
123,728
+76,955
| +165% | +$7.47M | 1.93% | 8 |
|
|
2020
Q3 | $4.49M | Buy |
46,773
+12,875
| +38% | +$1.23M | 1.36% | 22 |
|
|
2020
Q2 | $3.23M | Buy |
+33,898
| New | +$3.23M | 1.33% | 25 |
|