IWA
IVC 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 | $494K | Buy |
5,953
+69
| +1% | +$5.72K | 0.24% | 79 |
|
|
2025
Q1 | $481K | Buy |
5,884
+189
| +3% | +$15.5K | 0.26% | 78 |
|
|
2024
Q4 | $457K | Buy |
5,695
+169
| +3% | +$13.6K | 0.26% | 79 |
|
|
2024
Q3 | $463K | Sell |
5,526
-426
| -7% | -$35.7K | 0.25% | 84 |
|
|
2024
Q2 | $476K | Sell |
5,952
-117
| -2% | -$9.35K | 0.27% | 85 |
|
|
2024
Q1 | $489K | Buy |
6,069
+211
| +4% | +$17K | 0.28% | 83 |
|
|
2023
Q4 | $476K | Buy |
5,858
+455
| +8% | +$37K | 0.3% | 79 |
|
|
2023
Q3 | $411K | Buy |
5,403
+293
| +6% | +$22.3K | 0.27% | 91 |
|
|
2023
Q2 | $404K | Buy |
5,110
+421
| +9% | +$33.3K | 0.26% | 93 |
|
|
2023
Q1 | $376K | Sell |
4,689
-2
| -0% | -$160 | 0.27% | 89 |
|
|
2022
Q4 | $364K | Sell |
4,691
-841
| -15% | -$65.2K | 0.27% | 90 |
|
|
2022
Q3 | $419K | Buy |
5,532
+1,156
| +26% | +$87.6K | 0.34% | 69 |
|
|
2022
Q2 | $350K | Sell |
4,376
-636
| -13% | -$50.9K | 0.27% | 93 |
|
|
2022
Q1 | $431K | Buy |
+5,012
| New | +$431K | 0.28% | 88 |
|