LWA
Lineweaver 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 | $564K | Hold |
6,804
| – | – | 0.09% | 119 |
|
|
2025
Q1 | $556K | Hold |
6,804
| – | – | 0.09% | 109 |
|
|
2024
Q4 | $546K | Sell |
6,804
-828
| -11% | -$66.5K | 0.1% | 105 |
|
|
2024
Q3 | $639K | Buy |
7,632
+853
| +13% | +$71.4K | 0.12% | 99 |
|
|
2024
Q2 | $542K | Buy |
6,779
+74
| +1% | +$5.92K | 0.11% | 101 |
|
|
2024
Q1 | $540K | Buy |
6,705
+45
| +0.7% | +$3.62K | 0.13% | 99 |
|
|
2023
Q4 | $541K | Buy |
6,660
+90
| +1% | +$7.32K | 0.14% | 96 |
|
|
2023
Q3 | $499K | Sell |
6,570
-1,645
| -20% | -$125K | 0.15% | 92 |
|
|
2023
Q2 | $649K | Sell |
8,215
-278
| -3% | -$22K | 0.19% | 78 |
|
|
2023
Q1 | $681K | Buy |
8,493
+45
| +0.5% | +$3.61K | 0.21% | 80 |
|
|
2022
Q4 | $655K | Buy |
8,448
+94
| +1% | +$7.29K | 0.2% | 82 |
|
|
2022
Q3 | $632K | Buy |
8,354
+61
| +0.7% | +$4.62K | 0.2% | 81 |
|
|
2022
Q2 | $663K | Buy |
8,293
+55
| +0.7% | +$4.4K | 0.22% | 74 |
|
|
2022
Q1 | $708K | Buy |
8,238
+1,327
| +19% | +$114K | 0.2% | 76 |
|
|
2021
Q4 | $641K | Buy |
+6,911
| New | +$641K | 0.18% | 76 |
|