JWCA
J.W. Coons 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 | $997K | Hold |
12,025
| – | – | 0.23% | 102 |
|
|
2025
Q1 | $983K | Buy |
12,025
+275
| +2% | +$22.5K | 0.26% | 92 |
|
|
2024
Q4 | $943K | Buy |
11,750
+6,415
| +120% | +$515K | 0.24% | 96 |
|
|
2024
Q3 | $447K | Buy |
5,335
+1,340
| +34% | +$112K | 0.11% | 164 |
|
|
2024
Q2 | $319K | Sell |
3,995
-205
| -5% | -$16.4K | 0.08% | 185 |
|
|
2024
Q1 | $338K | Sell |
4,200
-170
| -4% | -$13.7K | 0.08% | 185 |
|
|
2023
Q4 | $355K | Sell |
4,370
-725
| -14% | -$58.9K | 0.1% | 171 |
|
|
2023
Q3 | $387K | Buy |
5,095
+320
| +7% | +$24.3K | 0.11% | 155 |
|
|
2023
Q2 | $377K | Hold |
4,775
| – | – | 0.1% | 170 |
|
|
2023
Q1 | $383K | Sell |
4,775
-182
| -4% | -$14.6K | 0.11% | 167 |
|
|
2022
Q4 | $384K | Sell |
4,957
-1,807
| -27% | -$140K | 0.11% | 162 |
|
|
2022
Q3 | $512K | Sell |
6,764
-625
| -8% | -$47.3K | 0.19% | 131 |
|
|
2022
Q2 | $590K | Buy |
7,389
+1
| +0% | +$80 | 0.21% | 124 |
|
|
2022
Q1 | $634K | Sell |
7,388
-19
| -0.3% | -$1.63K | 0.19% | 134 |
|
|
2021
Q4 | $688K | Buy |
7,407
+553
| +8% | +$51.4K | 0.21% | 119 |
|
|
2021
Q3 | $646K | Sell |
6,854
-9
| -0.1% | -$848 | 0.22% | 114 |
|
|
2021
Q2 | $654K | Sell |
6,863
-29
| -0.4% | -$2.76K | 0.23% | 114 |
|
|
2021
Q1 | $641K | Buy |
6,892
+516
| +8% | +$48K | 0.23% | 118 |
|
|
2020
Q4 | $620K | Sell |
6,376
-95
| -1% | -$9.24K | 0.24% | 107 |
|
|
2020
Q3 | $622K | Buy |
6,471
+27
| +0.4% | +$2.6K | 0.26% | 108 |
|
|
2020
Q2 | $614K | Sell |
6,444
-110
| -2% | -$10.5K | 0.27% | 99 |
|
|
2020
Q1 | $573K | Buy |
+6,554
| New | +$573K | 0.3% | 95 |
|