Kingswood Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
4,500
+53
| +1% | +$4.4K | 0.03% | 501 |
|
|
2025
Q1 | $364K | Sell |
4,447
-825
| -16% | -$67.4K | 0.03% | 484 |
|
|
2024
Q4 | $423K | Buy |
5,272
+356
| +7% | +$28.6K | 0.03% | 492 |
|
|
2024
Q3 | $412K | Sell |
4,916
-78
| -2% | -$6.53K | 0.03% | 508 |
|
|
2024
Q2 | $399K | Sell |
4,994
-800
| -14% | -$64K | 0.04% | 442 |
|
|
2024
Q1 | $467K | Sell |
5,794
-10
| -0.2% | -$805 | 0.05% | 367 |
|
|
2023
Q4 | $472K | Buy |
5,804
+913
| +19% | +$74.2K | 0.05% | 358 |
|
|
2023
Q3 | $372K | Buy |
+4,891
| New | +$372K | 0.06% | 301 |
|