HWA
Hillcrest Wealth Advisors’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 | $6.68M | Sell |
80,570
-14,325
| -15% | -$1.19M | 3.14% | 9 |
|
|
2025
Q1 | $7.76M | Sell |
94,895
-8,625
| -8% | -$705K | 3.84% | 8 |
|
|
2024
Q4 | $8.31M | Buy |
103,520
+58,015
| +127% | +$4.66M | 3.95% | 8 |
|
|
2024
Q3 | $3.81M | Buy |
45,505
+18,475
| +68% | +$1.55M | 1.9% | 16 |
|
|
2024
Q2 | $2.16M | Sell |
27,030
-525
| -2% | -$42K | 1.16% | 20 |
|
|
2024
Q1 | $2.22M | Hold |
27,555
| – | – | 1.2% | 20 |
|
|
2023
Q4 | $2.24M | Sell |
27,555
-1,710
| -6% | -$139K | 1.23% | 20 |
|
|
2023
Q3 | $2.22M | Buy |
29,265
+500
| +2% | +$38K | 1.27% | 19 |
|
|
2023
Q2 | $2.27M | Hold |
28,765
| – | – | 1.34% | 19 |
|
|
2023
Q1 | $2.31M | Hold |
28,765
| – | – | 1.37% | 19 |
|
|
2022
Q4 | $2.23M | Sell |
28,765
-820
| -3% | -$63.6K | 1.33% | 20 |
|
|
2022
Q3 | $2.24M | Sell |
29,585
-2,400
| -8% | -$182K | 1.42% | 19 |
|
|
2022
Q2 | $2.56M | Sell |
31,985
-3,500
| -10% | -$280K | 1.55% | 18 |
|
|
2022
Q1 | $3.05M | Buy |
35,485
+1,330
| +4% | +$114K | 1.69% | 19 |
|
|
2021
Q4 | $3.17M | Buy |
34,155
+8,375
| +32% | +$777K | 1.7% | 18 |
|
|
2021
Q3 | $2.43M | Buy |
25,780
+3,716
| +17% | +$351K | 1.44% | 20 |
|
|
2021
Q2 | $2.1M | Sell |
22,064
-2,211
| -9% | -$210K | 1.27% | 21 |
|
|
2021
Q1 | $2.26M | Buy |
24,275
+10,120
| +71% | +$941K | 1.38% | 20 |
|
|
2020
Q4 | $1.38M | Buy |
14,155
+2,350
| +20% | +$228K | 0.92% | 26 |
|
|
2020
Q3 | $1.13M | Buy |
11,805
+4,800
| +69% | +$460K | 0.8% | 27 |
|
|
2020
Q2 | $666K | Sell |
7,005
-1,175
| -14% | -$112K | 0.58% | 25 |
|
|
2020
Q1 | $712K | Buy |
+8,180
| New | +$712K | 0.71% | 26 |
|