LFS
Lutz Financial Services’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 | $342K | Buy |
4,127
+43
| +1% | +$3.57K | 0.03% | 80 |
|
|
2025
Q1 | $334K | Hold |
4,084
| – | – | 0.03% | 78 |
|
|
2024
Q4 | $328K | Sell |
4,084
-108
| -3% | -$8.67K | 0.03% | 78 |
|
|
2024
Q3 | $351K | Hold |
4,192
| – | – | 0.03% | 75 |
|
|
2024
Q2 | $335K | Buy |
4,192
+117
| +3% | +$9.35K | 0.03% | 74 |
|
|
2024
Q1 | $328K | Hold |
4,075
| – | – | 0.03% | 74 |
|
|
2023
Q4 | $331K | Sell |
4,075
-426
| -9% | -$34.6K | 0.03% | 71 |
|
|
2023
Q3 | $342K | Hold |
4,501
| – | – | 0.04% | 66 |
|
|
2023
Q2 | $356K | Sell |
4,501
-18
| -0.4% | -$1.42K | 0.04% | 66 |
|
|
2023
Q1 | $363K | Sell |
4,519
-381
| -8% | -$30.6K | 0.04% | 66 |
|
|
2022
Q4 | $380K | Sell |
4,900
-4,357
| -47% | -$338K | 0.05% | 66 |
|
|
2022
Q3 | $701K | Sell |
9,257
-4,488
| -33% | -$340K | 0.1% | 54 |
|
|
2022
Q2 | $1.1M | Sell |
13,745
-3,223
| -19% | -$258K | 0.15% | 45 |
|
|
2022
Q1 | $1.46M | Sell |
16,968
-1,771
| -9% | -$152K | 0.18% | 41 |
|
|
2021
Q4 | $1.74M | Sell |
18,739
-4
| -0% | -$371 | 0.21% | 41 |
|
|
2021
Q3 | $1.77M | Sell |
18,743
-6,012
| -24% | -$568K | 0.23% | 41 |
|
|
2021
Q2 | $2.35M | Sell |
24,755
-3,893
| -14% | -$370K | 0.31% | 40 |
|
|
2021
Q1 | $2.67M | Sell |
28,648
-5,102
| -15% | -$475K | 0.39% | 37 |
|
|
2020
Q4 | $3.28M | Sell |
33,750
-7,275
| -18% | -$707K | 0.54% | 35 |
|
|
2020
Q3 | $3.93M | Sell |
41,025
-14,929
| -27% | -$1.43M | 0.76% | 30 |
|
|
2020
Q2 | $5.32M | Sell |
55,954
-25,791
| -32% | -$2.45M | 1.08% | 26 |
|
|
2020
Q1 | $7.12M | Sell |
81,745
-35,127
| -30% | -$3.06M | 1.58% | 19 |
|
|
2019
Q4 | $10.7M | Sell |
116,872
-15,848
| -12% | -$1.45M | 1.9% | 17 |
|
|
2019
Q3 | $12.1M | Sell |
132,720
-31,921
| -19% | -$2.91M | 2.32% | 14 |
|
|
2019
Q2 | $14.8M | Sell |
164,641
-12,837
| -7% | -$1.15M | 2.89% | 12 |
|
|
2019
Q1 | $15.4M | Buy |
177,478
+15,557
| +10% | +$1.35M | 3.14% | 12 |
|
|
2018
Q4 | $13.4M | Sell |
161,921
-5,415
| -3% | -$449K | 2.99% | 12 |
|
|
2018
Q3 | $14M | Buy |
167,336
+48,147
| +40% | +$4.02M | 3.09% | 14 |
|
|
2018
Q2 | $9.96M | Buy |
119,189
+11,422
| +11% | +$954K | 2.84% | 14 |
|
|
2018
Q1 | $9.14M | Buy |
107,767
+27,482
| +34% | +$2.33M | 2.7% | 14 |
|
|
2017
Q4 | $7.02M | Buy |
+80,285
| New | +$7.02M | 2.05% | 14 |
|