IWA
IBEX 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 | $545K | Buy |
+6,573
| New | +$545K | 0.06% | 145 |
|
|
2025
Q1 | – | Sell |
-8,234
| Closed | -$661K | – | 206 |
|
|
2024
Q4 | $661K | Buy |
+8,234
| New | +$661K | 0.08% | 137 |
|
|
2019
Q3 | – | Sell |
-49,133
| Closed | -$4.41M | – | 342 |
|
|
2019
Q2 | $4.41M | Buy |
49,133
+160
| +0.3% | +$14.4K | 1.27% | 19 |
|
|
2019
Q1 | $4.25M | Buy |
48,973
+3,095
| +7% | +$269K | 1.49% | 18 |
|
|
2018
Q4 | $3.8M | Sell |
45,878
-914
| -2% | -$75.7K | 1.74% | 14 |
|
|
2018
Q3 | $3.9M | Sell |
46,792
-250
| -0.5% | -$20.8K | 1.39% | 29 |
|
|
2018
Q2 | $3.98M | Hold |
47,042
| – | – | 1.59% | 23 |
|
|
2018
Q1 | $3.98M | Buy |
+47,042
| New | +$3.98M | 1.61% | 23 |
|
|
2017
Q4 | – | Sell |
-45,772
| Closed | -$4.02M | – | 136 |
|
|
2017
Q3 | $4.02M | Buy |
45,772
+2,615
| +6% | +$230K | 1.49% | 20 |
|
|
2017
Q2 | $3.76M | Buy |
+43,157
| New | +$3.76M | 1.48% | 21 |
|
|
2017
Q1 | – | Sell |
-42,941
| Closed | -$3.68M | – | 371 |
|
|
2016
Q4 | $3.68M | Buy |
+42,941
| New | +$3.68M | 1.76% | 13 |
|