IAA
Independence Asset 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 | $1.81M | Sell |
21,957
-35,957
| -62% | -$2.97M | 1.13% | 10 |
|
2025
Q1 | $4.72M | Sell |
57,914
-521
| -0.9% | -$42.4K | 15.29% | 2 |
|
2024
Q4 | $4.7M | Buy |
58,435
+37,802
| +183% | +$3.04M | 21.75% | 2 |
|
2024
Q3 | $1.73M | Sell |
20,633
-1,140
| -5% | -$95.7K | 34.3% | 1 |
|
2024
Q2 | $1.74M | Buy |
21,773
+562
| +3% | +$44.9K | 41.69% | 1 |
|
2024
Q1 | $1.7M | Buy |
21,211
+2,200
| +12% | +$177K | 40.99% | 1 |
|
2023
Q4 | $1.55M | Buy |
+19,011
| New | +$1.55M | 39.1% | 1 |
|