HWMG
Hurlow Wealth Management 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 | $9.95M | Buy |
119,965
+1,698
| +1% | +$141K | 2.81% | 11 |
|
|
2025
Q1 | $9.67M | Buy |
118,267
+2,236
| +2% | +$183K | 3.02% | 8 |
|
|
2024
Q4 | $9.31M | Buy |
116,031
+6,453
| +6% | +$518K | 2.91% | 9 |
|
|
2024
Q3 | $9.18M | Buy |
109,578
+7,828
| +8% | +$656K | 2.86% | 10 |
|
|
2024
Q2 | $8.13M | Buy |
101,750
+12,629
| +14% | +$1.01M | 2.79% | 10 |
|
|
2024
Q1 | $7.18M | Buy |
89,121
+5,486
| +7% | +$442K | 2.53% | 12 |
|
|
2023
Q4 | $6.8M | Buy |
83,635
+14,997
| +22% | +$1.22M | 2.57% | 12 |
|
|
2023
Q3 | $5.22M | Buy |
68,638
+6,582
| +11% | +$500K | 2.27% | 14 |
|
|
2023
Q2 | $4.9M | Buy |
62,056
+2,269
| +4% | +$179K | 2.1% | 14 |
|
|
2023
Q1 | $4.8M | Buy |
59,787
+2,713
| +5% | +$218K | 2.22% | 14 |
|
|
2022
Q4 | $4.42M | Sell |
57,074
-1,233
| -2% | -$95.6K | 2.3% | 13 |
|
|
2022
Q3 | $4.41M | Buy |
58,307
+600
| +1% | +$45.4K | 2.57% | 12 |
|
|
2022
Q2 | $4.62M | Buy |
57,707
+1,610
| +3% | +$129K | 2.66% | 12 |
|
|
2022
Q1 | $4.83M | Buy |
56,097
+20,866
| +59% | +$1.8M | 2.96% | 8 |
|
|
2021
Q4 | $3.39M | Sell |
35,231
-12,428
| -26% | -$1.2M | 2.66% | 9 |
|
|
2021
Q3 | $4.5M | Buy |
47,659
+488
| +1% | +$46.1K | 2.68% | 10 |
|
|
2021
Q2 | $4.49M | Buy |
47,171
+7,424
| +19% | +$706K | 2.95% | 9 |
|
|
2021
Q1 | $3.7M | Buy |
39,747
+9,210
| +30% | +$857K | 2.67% | 9 |
|
|
2020
Q4 | $2.97M | Buy |
30,537
+6,509
| +27% | +$632K | 2.33% | 11 |
|
|
2020
Q3 | $2.3M | Buy |
24,028
+3,828
| +19% | +$367K | 2.11% | 11 |
|
|
2020
Q2 | $1.93M | Buy |
20,200
+17,518
| +653% | +$1.67M | 1.86% | 12 |
|
|
2020
Q1 | $244K | Buy |
2,682
+502
| +23% | +$45.7K | 0.26% | 76 |
|
|
2019
Q4 | $200K | Buy |
+2,180
| New | +$200K | 0.2% | 94 |
|