GWMIA
Global Wealth Management Investment Advisory’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 | $20.3M | Buy |
244,383
+19,512
| +9% | +$1.62M | 3.8% | 1 |
|
|
2025
Q1 | $18.4M | Buy |
224,871
+4,612
| +2% | +$377K | 3.68% | 3 |
|
|
2024
Q4 | $17.7M | Buy |
220,259
+12,852
| +6% | +$1.03M | 3.64% | 2 |
|
|
2024
Q3 | $17.4M | Buy |
207,407
+8,099
| +4% | +$678K | 3.75% | 2 |
|
|
2024
Q2 | $15.9M | Buy |
199,308
+42,021
| +27% | +$3.36M | 3.71% | 2 |
|
|
2024
Q1 | $12.7M | Buy |
157,287
+6,203
| +4% | +$499K | 3.1% | 3 |
|
|
2023
Q4 | $12.3M | Buy |
151,084
+4,190
| +3% | +$341K | 3.15% | 3 |
|
|
2023
Q3 | $11.2M | Buy |
146,894
+15,244
| +12% | +$1.16M | 3.13% | 3 |
|
|
2023
Q2 | $10.4M | Buy |
131,650
+20,894
| +19% | +$1.65M | 2.86% | 4 |
|
|
2023
Q1 | $8.88M | Buy |
110,756
+7,380
| +7% | +$592K | 2.68% | 7 |
|
|
2022
Q4 | $8.01M | Buy |
103,376
+43,062
| +71% | +$3.34M | 2.61% | 6 |
|
|
2022
Q3 | $4.57M | Buy |
60,314
+3,373
| +6% | +$255K | 1.63% | 15 |
|
|
2022
Q2 | $4.56M | Sell |
56,941
-6,160
| -10% | -$493K | 1.54% | 17 |
|
|
2022
Q1 | $5.43M | Buy |
63,101
+49,887
| +378% | +$4.29M | 1.62% | 17 |
|
|
2021
Q4 | $1.23M | Buy |
13,214
+1,864
| +16% | +$173K | 0.37% | 74 |
|
|
2021
Q3 | $1.07M | Buy |
11,350
+1,977
| +21% | +$187K | 0.34% | 78 |
|
|
2021
Q2 | $891K | Buy |
9,373
+1,089
| +13% | +$104K | 0.3% | 80 |
|
|
2021
Q1 | $771K | Buy |
8,284
+227
| +3% | +$21.1K | 0.28% | 81 |
|
|
2020
Q4 | $783K | Buy |
8,057
+439
| +6% | +$42.7K | 0.3% | 78 |
|
|
2020
Q3 | $730K | Buy |
7,618
+584
| +8% | +$56K | 0.32% | 78 |
|
|
2020
Q2 | $669K | Buy |
7,034
+6,805
| +2,972% | +$647K | 0.29% | 79 |
|
|
2020
Q1 | $20K | Buy |
229
+118
| +106% | +$10.3K | 0.01% | 259 |
|
|
2019
Q4 | $10K | Buy |
+111
| New | +$10K | ﹤0.01% | 358 |
|