MWM
Marietta 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 | $3.43M | Buy |
41,328
+917
| +2% | +$76K | 0.45% | 72 |
|
2025
Q1 | $3.3M | Buy |
40,411
+3,558
| +10% | +$291K | 0.49% | 72 |
|
2024
Q4 | $2.96M | Buy |
36,853
+1,916
| +5% | +$154K | 0.42% | 72 |
|
2024
Q3 | $2.93M | Sell |
34,937
-845
| -2% | -$70.8K | 0.43% | 72 |
|
2024
Q2 | $2.86M | Buy |
35,782
+868
| +2% | +$69.4K | 0.45% | 74 |
|
2024
Q1 | $2.81M | Buy |
34,914
+2,168
| +7% | +$175K | 0.46% | 75 |
|
2023
Q4 | $2.66M | Buy |
32,746
+888
| +3% | +$72.2K | 0.47% | 74 |
|
2023
Q3 | $2.42M | Buy |
31,858
+3,442
| +12% | +$262K | 0.48% | 76 |
|
2023
Q2 | $2.25M | Buy |
28,416
+4,146
| +17% | +$328K | 0.42% | 79 |
|
2023
Q1 | $1.95M | Buy |
24,270
+1,595
| +7% | +$128K | 0.41% | 78 |
|
2022
Q4 | $1.76M | Buy |
+22,675
| New | +$1.76M | 0.4% | 81 |
|