IWC
Integrated Wealth Concepts’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 | $8.81M | Buy |
106,192
+2,678
| +3% | +$222K | 0.09% | 214 |
|
|
2025
Q1 | $8.46M | Sell |
103,514
-25,201
| -20% | -$2.06M | 0.1% | 197 |
|
|
2024
Q4 | $10.3M | Buy |
128,715
+12,364
| +11% | +$992K | 0.12% | 162 |
|
|
2024
Q3 | $9.74M | Sell |
116,351
-224
| -0.2% | -$18.8K | 0.12% | 173 |
|
|
2024
Q2 | $9.32M | Sell |
116,575
-108,837
| -48% | -$8.7M | 0.13% | 167 |
|
|
2024
Q1 | $18.1M | Sell |
225,412
-21,263
| -9% | -$1.71M | 0.26% | 92 |
|
|
2023
Q4 | $20M | Sell |
246,675
-11,122
| -4% | -$904K | 0.33% | 67 |
|
|
2023
Q3 | $19.6M | Buy |
257,797
+23,588
| +10% | +$1.79M | 0.35% | 65 |
|
|
2023
Q2 | $18.5M | Buy |
234,209
+722
| +0.3% | +$57.1K | 0.32% | 73 |
|
|
2023
Q1 | $18.7M | Buy |
233,487
+81,410
| +54% | +$6.53M | 0.39% | 57 |
|
|
2022
Q4 | $11.8M | Buy |
152,077
+88,352
| +139% | +$6.85M | 0.32% | 63 |
|
|
2022
Q3 | $4.82M | Sell |
63,725
-23,207
| -27% | -$1.76M | 0.15% | 141 |
|
|
2022
Q2 | $6.96M | Buy |
86,932
+120
| +0.1% | +$9.6K | 0.22% | 100 |
|
|
2022
Q1 | $7.47M | Sell |
86,812
-3,251
| -4% | -$280K | 0.23% | 96 |
|
|
2021
Q4 | $8.35M | Buy |
90,063
+2,967
| +3% | +$275K | 0.25% | 81 |
|
|
2021
Q3 | $8.22M | Buy |
87,096
+268
| +0.3% | +$25.3K | 0.27% | 79 |
|
|
2021
Q2 | $8.26M | Buy |
86,828
+596
| +0.7% | +$56.7K | 0.29% | 74 |
|
|
2021
Q1 | $8.02M | Sell |
86,232
-1,920
| -2% | -$179K | 0.33% | 66 |
|
|
2020
Q4 | $8.56M | Sell |
88,152
-12,891
| -13% | -$1.25M | 0.41% | 58 |
|
|
2020
Q3 | $9.68M | Buy |
101,043
+9,993
| +11% | +$957K | 0.6% | 41 |
|
|
2020
Q2 | $8.66M | Sell |
91,050
-3,670
| -4% | -$349K | 0.62% | 44 |
|
|
2020
Q1 | $8.25M | Sell |
94,720
-9,027
| -9% | -$786K | 0.76% | 39 |
|
|
2019
Q4 | $9.48M | Buy |
103,747
+2,195
| +2% | +$200K | 0.8% | 39 |
|
|
2019
Q3 | $9.27M | Buy |
101,552
+2,519
| +3% | +$230K | 1.04% | 29 |
|
|
2019
Q2 | $8.9M | Buy |
99,033
+22
| +0% | +$1.98K | 1.17% | 26 |
|
|
2019
Q1 | $8.6M | Buy |
99,011
+4,089
| +4% | +$355K | 1.46% | 19 |
|
|
2018
Q4 | $7.87M | Sell |
94,922
-6
| -0% | -$497 | 2.14% | 10 |
|
|
2018
Q3 | $7.9M | Buy |
94,928
+91,429
| +2,613% | +$7.61M | 2.39% | 10 |
|
|
2018
Q2 | $282K | Sell |
3,499
-76,126
| -96% | -$6.14M | 0.1% | 165 |
|
|
2018
Q1 | $6.73M | Buy |
79,625
+5,348
| +7% | +$452K | 2.7% | 9 |
|
|
2017
Q4 | $6.47M | Buy |
+74,277
| New | +$6.47M | 2.77% | 9 |
|