LWM
Luminvest Wealth 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 | $15M | Buy |
181,213
+2,662
| +1% | +$220K | 5.38% | 7 |
|
|
2025
Q1 | $14.6M | Buy |
178,551
+1,598
| +0.9% | +$131K | 6.02% | 7 |
|
|
2024
Q4 | $14.2M | Buy |
176,953
+14,132
| +9% | +$1.13M | 5.73% | 7 |
|
|
2024
Q3 | $13.6M | Buy |
162,821
+46,756
| +40% | +$3.91M | 5.64% | 7 |
|
|
2024
Q2 | $9.42M | Buy |
116,065
+28,375
| +32% | +$2.3M | 4.42% | 7 |
|
|
2024
Q1 | $7.18M | Buy |
87,690
+18,349
| +26% | +$1.5M | 4.52% | 7 |
|
|
2023
Q4 | $5.68M | Buy |
+69,341
| New | +$5.68M | 3.72% | 7 |
|