MWM
Marion 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 | $30.7M | Sell |
369,902
-293
| -0.1% | -$24.3K | 7.68% | 1 |
|
|
2025
Q1 | $30.3M | Buy |
370,195
+6,679
| +2% | +$546K | 8.08% | 1 |
|
|
2024
Q4 | $29.2M | Buy |
363,516
+12,157
| +3% | +$976K | 7.74% | 1 |
|
|
2024
Q3 | $29.4M | Buy |
351,359
+11,958
| +4% | +$1M | 7.85% | 1 |
|
|
2024
Q2 | $27.1M | Buy |
339,401
+3,483
| +1% | +$278K | 7.97% | 1 |
|
|
2024
Q1 | $27M | Buy |
335,918
+61,454
| +22% | +$4.95M | 8.07% | 1 |
|
|
2023
Q4 | $22.3M | Sell |
274,464
-109,036
| -28% | -$8.86M | 7.13% | 1 |
|
|
2023
Q3 | $29.1M | Buy |
383,500
+16,437
| +4% | +$1.25M | 10.26% | 1 |
|
|
2023
Q2 | $29M | Buy |
367,063
+5,048
| +1% | +$399K | 10.3% | 1 |
|
|
2023
Q1 | $29M | Buy |
362,015
+64,601
| +22% | +$5.18M | 10.83% | 1 |
|
|
2022
Q4 | $23.1M | Buy |
297,414
+293,254
| +7,049% | +$22.7M | 9.72% | 1 |
|
|
2022
Q3 | $315K | Sell |
4,160
-59,051
| -93% | -$4.47M | 0.16% | 85 |
|
|
2022
Q2 | $5.06M | Sell |
63,211
-265,237
| -81% | -$21.2M | 2.65% | 9 |
|
|
2022
Q1 | $28.3M | Buy |
328,448
+15,918
| +5% | +$1.37M | 13.8% | 1 |
|
|
2021
Q4 | $29M | Buy |
+312,530
| New | +$29M | 13.74% | 1 |
|