MWM
McNaughton 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
Q1 | – | Sell |
-39,386
| Closed | -$3.16M | – | 78 |
|
|
2024
Q4 | $3.16M | Buy |
39,386
+534
| +1% | +$42.9K | 1.52% | 19 |
|
|
2024
Q3 | $3.25M | Buy |
38,852
+423
| +1% | +$35.4K | 1.58% | 17 |
|
|
2024
Q2 | $3.07M | Buy |
38,429
+3,129
| +9% | +$250K | 1.63% | 17 |
|
|
2024
Q1 | $2.84M | Buy |
35,300
+1,513
| +4% | +$122K | 1.58% | 19 |
|
|
2023
Q4 | $2.75M | Buy |
33,787
+1,664
| +5% | +$135K | 1.63% | 18 |
|
|
2023
Q3 | $2.44M | Buy |
32,123
+18,183
| +130% | +$1.38M | 1.62% | 21 |
|
|
2023
Q2 | $1.1M | Buy |
+13,940
| New | +$1.1M | 0.71% | 37 |
|