IHWM
Iron Horse Wealth Management’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 | $15.2M | Sell |
183,621
-883
| -0.5% | -$73.2K | 4.49% | 11 |
|
2025
Q1 | $15.1M | Sell |
184,504
-100,571
| -35% | -$8.22M | 4.84% | 9 |
|
2024
Q4 | $22.9M | Buy |
285,075
+13,423
| +5% | +$1.08M | 7.68% | 3 |
|
2024
Q3 | $22.8M | Buy |
271,652
+14,081
| +5% | +$1.18M | 7.78% | 3 |
|
2024
Q2 | $20.6M | Buy |
257,571
+7,903
| +3% | +$632K | 7.86% | 4 |
|
2024
Q1 | $20.1M | Buy |
249,668
+19,500
| +8% | +$1.57M | 7.95% | 4 |
|
2023
Q4 | $18.7M | Buy |
230,168
+7,241
| +3% | +$589K | 8.18% | 3 |
|
2023
Q3 | $16.9M | Buy |
222,927
+5,828
| +3% | +$443K | 8.32% | 3 |
|
2023
Q2 | $17.2M | Buy |
217,099
+33,666
| +18% | +$2.66M | 8.43% | 3 |
|
2023
Q1 | $14.7M | Buy |
183,433
+9,260
| +5% | +$743K | 7.35% | 3 |
|
2022
Q4 | $13.5M | Buy |
174,173
+105,980
| +155% | +$8.21M | 7.29% | 4 |
|
2022
Q3 | $5.16M | Sell |
68,193
-16,236
| -19% | -$1.23M | 7.45% | 3 |
|
2022
Q2 | $6.76M | Buy |
84,429
+5,336
| +7% | +$427K | 3.85% | 14 |
|
2022
Q1 | $6.81M | Sell |
79,093
-64,667
| -45% | -$5.56M | 3.73% | 14 |
|
2021
Q4 | $13.3M | Sell |
143,760
-21,548
| -13% | -$2M | 7.49% | 4 |
|
2021
Q3 | $15.6M | Buy |
165,308
+15,940
| +11% | +$1.5M | 9.68% | 2 |
|
2021
Q2 | $14.2M | Sell |
149,368
-25,593
| -15% | -$2.43M | 9.36% | 3 |
|
2021
Q1 | $16.3M | Buy |
174,961
+14,415
| +9% | +$1.34M | 12.19% | 1 |
|
2020
Q4 | $15.6M | Buy |
+160,546
| New | +$15.6M | 12.49% | 1 |
|