MWM
MBE 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 | $3.88M | Sell |
46,782
-21
| -0% | -$1.74K | 1.69% | 13 |
|
|
2025
Q1 | $3.83M | Sell |
46,803
-8
| -0% | -$654 | 1.83% | 13 |
|
|
2024
Q4 | $3.76M | Hold |
46,811
| – | – | 2.12% | 8 |
|
|
2024
Q3 | $3.92M | Hold |
46,811
| – | – | 2.16% | 8 |
|
|
2024
Q2 | $3.74M | Hold |
46,811
| – | – | 2.26% | 7 |
|
|
2024
Q1 | $3.77M | Hold |
46,811
| – | – | 2.33% | 7 |
|
|
2023
Q4 | $3.8M | Sell |
46,811
-114
| -0.2% | -$9.27K | 1.95% | 7 |
|
|
2023
Q3 | $3.57M | Hold |
46,925
| – | – | 2.05% | 7 |
|
|
2023
Q2 | $3.71M | Hold |
46,925
| – | – | 1.99% | 7 |
|
|
2023
Q1 | $3.76M | Hold |
46,925
| – | – | 2.22% | 7 |
|
|
2022
Q4 | $3.64M | Sell |
46,925
-160
| -0.3% | -$12.4K | 2.35% | 6 |
|
|
2022
Q3 | $3.56M | Sell |
47,085
-10,031
| -18% | -$759K | 2.6% | 6 |
|
|
2022
Q2 | $4.57M | Sell |
57,116
-55
| -0.1% | -$4.4K | 3.19% | 6 |
|
|
2022
Q1 | $4.92M | Sell |
57,171
-557
| -1% | -$47.9K | 2.93% | 6 |
|
|
2021
Q4 | $5.36M | Sell |
57,728
-120
| -0.2% | -$11.1K | 2.75% | 7 |
|
|
2021
Q3 | $5.46M | Sell |
57,848
-588
| -1% | -$55.5K | 2.78% | 8 |
|
|
2021
Q2 | $5.56M | Sell |
58,436
-4,248
| -7% | -$404K | 2.88% | 8 |
|
|
2021
Q1 | $5.83M | Sell |
62,684
-543
| -0.9% | -$50.5K | 3.16% | 10 |
|
|
2020
Q4 | $6.14M | Buy |
63,227
+23,419
| +59% | +$2.27M | 4.15% | 8 |
|
|
2020
Q3 | $3.79M | Hold |
39,808
| – | – | 3.18% | 10 |
|
|
2020
Q2 | $3.79M | Buy |
39,808
+13,623
| +52% | +$1.3M | 3.18% | 10 |
|
|
2020
Q1 | $2.28M | Sell |
26,185
-218
| -0.8% | -$19K | 2.17% | 9 |
|
|
2019
Q4 | $2.41M | Buy |
+26,403
| New | +$2.41M | 2.41% | 8 |
|