MWM
Maripau 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 | $342K | Buy |
4,125
+100
| +2% | +$8.29K | 0.17% | 104 |
|
2025
Q1 | $329K | Sell |
4,025
-323
| -7% | -$26.4K | 0.19% | 99 |
|
2024
Q4 | $349K | Buy |
+4,348
| New | +$349K | 0.21% | 96 |
|
2024
Q3 | – | Sell |
-5,584
| Closed | -$446K | – | 131 |
|
2024
Q2 | $446K | Buy |
5,584
+2,232
| +67% | +$178K | 0.3% | 69 |
|
2024
Q1 | $270K | Sell |
3,352
-275
| -8% | -$22.1K | 0.2% | 102 |
|
2023
Q4 | $295K | Sell |
3,627
-358
| -9% | -$29.1K | 0.26% | 74 |
|
2023
Q3 | $303K | Sell |
3,985
-1,019
| -20% | -$77.4K | 0.28% | 71 |
|
2023
Q2 | $395K | Buy |
+5,004
| New | +$395K | 0.35% | 55 |
|