JFS 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 | $294K | Hold |
3,543
| – | – | 0.02% | 261 |
|
|
2025
Q1 | $290K | Hold |
3,543
| – | – | 0.02% | 262 |
|
|
2024
Q4 | $284K | Sell |
3,543
-2,505
| -41% | -$201K | 0.02% | 253 |
|
|
2024
Q3 | $507K | Buy |
6,048
+3,420
| +130% | +$286K | 0.03% | 196 |
|
|
2024
Q2 | $210K | Buy |
2,628
+2,505
| +2,037% | +$200K | 0.02% | 239 |
|
|
2024
Q1 | $9.9K | Hold |
123
| – | – | ﹤0.01% | 822 |
|
|
2023
Q4 | $10K | Hold |
123
| – | – | ﹤0.01% | 773 |
|
|
2023
Q3 | $9.35K | Sell |
123
-909
| -88% | -$69.1K | ﹤0.01% | 755 |
|
|
2023
Q2 | $81.5K | Buy |
1,032
+132
| +15% | +$10.4K | 0.01% | 299 |
|
|
2023
Q1 | $72.2K | Buy |
900
+5
| +0.6% | +$401 | 0.01% | 322 |
|
|
2022
Q4 | $69.4K | Buy |
895
+10
| +1% | +$775 | 0.01% | 328 |
|
|
2022
Q3 | $67K | Buy |
885
+6
| +0.7% | +$454 | 0.01% | 332 |
|
|
2022
Q2 | $70K | Sell |
879
-180
| -17% | -$14.3K | 0.01% | 341 |
|
|
2022
Q1 | $91K | Buy |
1,059
+4
| +0.4% | +$344 | 0.01% | 316 |
|
|
2021
Q4 | $98K | Buy |
1,055
+14
| +1% | +$1.3K | 0.01% | 310 |
|
|
2021
Q3 | $98K | Buy |
1,041
+6
| +0.6% | +$565 | 0.01% | 315 |
|
|
2021
Q2 | $98K | Buy |
1,035
+490
| +90% | +$46.4K | 0.01% | 223 |
|
|
2021
Q1 | $51K | Buy |
545
+2
| +0.4% | +$187 | 0.01% | 248 |
|
|
2020
Q4 | $53K | Sell |
543
-198
| -27% | -$19.3K | 0.01% | 242 |
|
|
2020
Q3 | $71K | Buy |
741
+207
| +39% | +$19.8K | 0.02% | 201 |
|
|
2020
Q2 | $51K | Sell |
534
-309
| -37% | -$29.5K | 0.01% | 227 |
|
|
2020
Q1 | $73K | Sell |
843
-395
| -32% | -$34.2K | 0.02% | 197 |
|
|
2019
Q4 | $113K | Buy |
1,238
+9
| +0.7% | +$821 | 0.03% | 185 |
|
|
2019
Q3 | $112K | Buy |
1,229
+7
| +0.6% | +$638 | 0.03% | 179 |
|
|
2019
Q2 | $110K | Buy |
1,222
+8
| +0.7% | +$720 | 0.03% | 178 |
|
|
2019
Q1 | $106K | Buy |
1,214
+4
| +0.3% | +$349 | 0.03% | 175 |
|
|
2018
Q4 | $100K | Buy |
1,210
+26
| +2% | +$2.15K | 0.03% | 172 |
|
|
2018
Q3 | $99K | Sell |
1,184
-32
| -3% | -$2.68K | 0.03% | 199 |
|
|
2018
Q2 | $102K | Sell |
1,216
-18
| -1% | -$1.51K | 0.03% | 190 |
|
|
2018
Q1 | $105K | Buy |
1,234
+75
| +6% | +$6.38K | 0.03% | 191 |
|
|
2017
Q4 | $101K | Buy |
1,159
+8
| +0.7% | +$697 | 0.02% | 195 |
|
|
2017
Q3 | $101K | Buy |
1,151
+186
| +19% | +$16.3K | 0.03% | 185 |
|
|
2017
Q2 | $84K | Buy |
965
+60
| +7% | +$5.22K | 0.02% | 184 |
|
|
2017
Q1 | $78K | Hold |
905
| – | – | 0.02% | 185 |
|
|
2016
Q4 | $78K | Buy |
905
+9
| +1% | +$776 | 0.02% | 185 |
|
|
2016
Q3 | $80K | Buy |
896
+152
| +20% | +$13.6K | 0.02% | 198 |
|
|
2016
Q2 | $66K | Sell |
744
-179
| -19% | -$15.9K | 0.02% | 233 |
|
|
2016
Q1 | $80K | Buy |
923
+4
| +0.4% | +$347 | 0.02% | 197 |
|
|
2015
Q4 | $77K | Buy |
919
+194
| +27% | +$16.3K | 0.02% | 204 |
|
|
2015
Q3 | $62K | Buy |
725
+6
| +0.8% | +$513 | 0.03% | 192 |
|
|
2015
Q2 | $61K | Buy |
719
+5
| +0.7% | +$424 | 0.03% | 167 |
|
|
2015
Q1 | $63K | Buy |
714
+4
| +0.6% | +$353 | 0.03% | 163 |
|
|
2014
Q4 | $61K | Buy |
710
+9
| +1% | +$773 | 0.01% | 166 |
|
|
2014
Q3 | $60K | Buy |
701
+5
| +0.7% | +$428 | 0.01% | 165 |
|
|
2014
Q2 | $60K | Buy |
+696
| New | +$60K | 0.01% | 166 |
|