HNWAG
High Net Worth Advisory Group’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 | $1.09M | Sell |
13,085
-170
| -1% | -$14.1K | 0.29% | 80 |
|
|
2025
Q1 | $1.08M | Sell |
13,255
-187
| -1% | -$15.3K | 0.31% | 76 |
|
|
2024
Q4 | $1.08M | Buy |
13,442
+2,210
| +20% | +$177K | 0.3% | 75 |
|
|
2024
Q3 | $941K | Buy |
11,232
+3,088
| +38% | +$259K | 0.26% | 89 |
|
|
2024
Q2 | $651K | Sell |
8,144
-182
| -2% | -$14.6K | 0.2% | 102 |
|
|
2024
Q1 | $671K | Buy |
8,326
+1,580
| +23% | +$127K | 0.21% | 102 |
|
|
2023
Q4 | $548K | Buy |
6,746
+2,018
| +43% | +$164K | 0.2% | 100 |
|
|
2023
Q3 | $359K | Buy |
4,728
+1,667
| +54% | +$127K | 0.14% | 124 |
|
|
2023
Q2 | $242K | Buy |
+3,061
| New | +$242K | 0.09% | 165 |
|
|
2023
Q1 | – | Sell |
-1,586
| Closed | -$123K | – | 558 |
|
|
2022
Q4 | $123K | Buy |
+1,586
| New | +$123K | 0.05% | 230 |
|
|
2022
Q2 | – | Sell |
-233
| Closed | -$20K | – | 727 |
|
|
2022
Q1 | $20K | Hold |
233
| – | – | 0.01% | 456 |
|
|
2021
Q4 | $22K | Buy |
+233
| New | +$22K | 0.01% | 456 |
|