GWM
Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.95M | Buy |
49,224
+19,157
| +64% | +$1.54M | 1.5% | 17 |
|
|
2024
Q3 | $2.52M | Buy |
30,067
+8,327
| +38% | +$697K | 0.99% | 25 |
|
|
2024
Q2 | $1.74M | Buy |
21,740
+2,292
| +12% | +$183K | 0.75% | 30 |
|
|
2024
Q1 | $1.57M | Sell |
19,448
-366
| -2% | -$29.5K | 0.7% | 34 |
|
|
2023
Q4 | $1.61M | Buy |
19,814
+590
| +3% | +$48K | 0.78% | 30 |
|
|
2023
Q3 | $1.46M | Sell |
19,224
-490
| -2% | -$37.2K | 0.75% | 33 |
|
|
2023
Q2 | $1.56M | Buy |
19,714
+1,274
| +7% | +$101K | 0.78% | 32 |
|
|
2023
Q1 | $1.48M | Buy |
18,440
+3,555
| +24% | +$285K | 0.81% | 31 |
|
|
2022
Q4 | $1.15M | Sell |
14,885
-361
| -2% | -$28K | 0.67% | 35 |
|
|
2022
Q3 | $1.15M | Sell |
15,246
-961
| -6% | -$72.7K | 0.74% | 31 |
|
|
2022
Q2 | $1.3M | Sell |
16,207
-3,292
| -17% | -$263K | 0.79% | 29 |
|
|
2022
Q1 | $1.68M | Sell |
19,499
-134
| -0.7% | -$11.5K | 0.86% | 25 |
|
|
2021
Q4 | $1.82M | Sell |
19,633
-8,462
| -30% | -$785K | 0.91% | 23 |
|
|
2021
Q3 | $2.65M | Sell |
28,095
-1,785
| -6% | -$168K | 1.48% | 19 |
|
|
2021
Q2 | $2.84M | Sell |
29,880
-4,248
| -12% | -$404K | 1.64% | 17 |
|
|
2021
Q1 | $3.18M | Sell |
34,128
-716
| -2% | -$66.6K | 2.01% | 15 |
|
|
2020
Q4 | $3.39M | Buy |
34,844
+5,894
| +20% | +$573K | 2.31% | 11 |
|
|
2020
Q3 | $2.78M | Buy |
28,950
+9,544
| +49% | +$915K | 2.18% | 13 |
|
|
2020
Q2 | $1.85M | Buy |
19,406
+2,851
| +17% | +$271K | 1.59% | 16 |
|
|
2020
Q1 | $1.44M | Buy |
+16,555
| New | +$1.44M | 1.58% | 16 |
|