GWM
GoalFusion Wealth 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 | $16.3M | Sell |
197,029
-4,268
| -2% | -$354K | 8.4% | 4 |
|
|
2025
Q1 | $16.5M | Buy |
201,297
+1,263
| +0.6% | +$103K | 9.01% | 4 |
|
|
2024
Q4 | $16.1M | Buy |
200,034
+6,127
| +3% | +$492K | 8.75% | 4 |
|
|
2024
Q3 | $16.2M | Buy |
193,907
+10,102
| +5% | +$846K | 9% | 4 |
|
|
2024
Q2 | $14.7M | Buy |
+183,805
| New | +$14.7M | 9.13% | 4 |
|