JCM
Jacobi Capital 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 | $638K | Sell |
7,691
-1,147
| -13% | -$95.1K | 0.04% | 328 |
|
|
2025
Q1 | $723K | Sell |
8,838
-332
| -4% | -$27.1K | 0.05% | 299 |
|
|
2024
Q4 | $736K | Sell |
9,170
-68
| -0.7% | -$5.46K | 0.06% | 290 |
|
|
2024
Q3 | $774K | Buy |
9,238
+2,379
| +35% | +$199K | 0.06% | 292 |
|
|
2024
Q2 | $548K | Buy |
6,859
+877
| +15% | +$70.1K | 0.05% | 301 |
|
|
2024
Q1 | $482K | Buy |
5,982
+3,464
| +138% | +$279K | 0.04% | 316 |
|
|
2023
Q4 | $205K | Sell |
2,518
-844
| -25% | -$68.6K | 0.02% | 447 |
|
|
2023
Q3 | $255K | Sell |
3,362
-134
| -4% | -$10.2K | 0.03% | 386 |
|
|
2023
Q2 | $276K | Sell |
3,496
-45
| -1% | -$3.56K | 0.03% | 373 |
|
|
2023
Q1 | $284K | Buy |
3,541
+268
| +8% | +$21.5K | 0.03% | 356 |
|
|
2022
Q4 | $254K | Sell |
3,273
-76
| -2% | -$5.89K | 0.03% | 366 |
|
|
2022
Q3 | $253K | Buy |
3,349
+26
| +0.8% | +$1.96K | 0.03% | 355 |
|
|
2022
Q2 | $266K | Buy |
+3,323
| New | +$266K | 0.04% | 357 |
|
|
2021
Q4 | – | Sell |
-1,291
| Closed | -$122K | – | 1284 |
|
|
2021
Q3 | $122K | Hold |
1,291
| – | – | 0.02% | 486 |
|
|
2021
Q2 | $123K | Sell |
1,291
-641
| -33% | -$61.1K | 0.02% | 449 |
|
|
2021
Q1 | $180K | Buy |
1,932
+81
| +4% | +$7.55K | 0.03% | 364 |
|
|
2020
Q4 | $180K | Sell |
1,851
-276
| -13% | -$26.8K | 0.03% | 333 |
|
|
2020
Q3 | $204K | Hold |
2,127
| – | – | 0.04% | 298 |
|
|
2020
Q2 | $202K | Sell |
2,127
-222
| -9% | -$21.1K | 0.04% | 282 |
|
|
2020
Q1 | $205K | Sell |
2,349
-26
| -1% | -$2.27K | 0.04% | 254 |
|
|
2019
Q4 | $217K | Sell |
2,375
-11,165
| -82% | -$1.02M | 0.04% | 279 |
|
|
2019
Q3 | $1.24M | Sell |
13,540
-358
| -3% | -$32.7K | 0.24% | 82 |
|
|
2019
Q2 | $1.25M | Sell |
13,898
-487
| -3% | -$43.8K | 0.25% | 79 |
|
|
2019
Q1 | $1.25M | Sell |
14,385
-3,258
| -18% | -$283K | 0.32% | 51 |
|
|
2018
Q4 | $1.46M | Buy |
17,643
+12,771
| +262% | +$1.06M | 0.4% | 40 |
|
|
2018
Q3 | $407K | Buy |
4,872
+731
| +18% | +$61.1K | 0.11% | 116 |
|
|
2018
Q2 | $346K | Buy |
4,141
+467
| +13% | +$39K | 0.1% | 132 |
|
|
2018
Q1 | $311K | Buy |
3,674
+3,444
| +1,497% | +$292K | 0.09% | 127 |
|
|
2017
Q4 | $20K | Hold |
230
| – | – | 0.01% | 549 |
|
|
2017
Q3 | $20K | Hold |
230
| – | – | 0.01% | 512 |
|
|
2017
Q2 | $20K | Hold |
230
| – | – | 0.01% | 447 |
|
|
2017
Q1 | $20K | Hold |
230
| – | – | 0.01% | 362 |
|
|
2016
Q4 | $20K | Sell |
230
-47
| -17% | -$4.09K | 0.01% | 331 |
|
|
2016
Q3 | $25K | Buy |
277
+47
| +20% | +$4.24K | 0.01% | 339 |
|
|
2016
Q2 | $21K | Buy |
+230
| New | +$21K | 0.01% | 344 |
|