MWM
Meridian 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 | $6.48M | Sell |
78,200
-4,589
| -6% | -$381K | 0.28% | 80 |
|
|
2025
Q1 | $6.77M | Buy |
82,789
+1,387
| +2% | +$113K | 0.33% | 65 |
|
|
2024
Q4 | $6.53M | Buy |
81,402
+2,889
| +4% | +$232K | 0.31% | 71 |
|
|
2024
Q3 | $6.58M | Buy |
78,513
+2,198
| +3% | +$184K | 0.32% | 66 |
|
|
2024
Q2 | $6.1M | Buy |
+76,315
| New | +$6.1M | 0.73% | 29 |
|
|
2024
Q1 | – | Sell |
-8,432
| Closed | -$685K | – | 539 |
|
|
2023
Q4 | $685K | Buy |
8,432
+323
| +4% | +$26.3K | 0.04% | 321 |
|
|
2023
Q3 | $616K | Buy |
8,109
+507
| +7% | +$38.5K | 0.04% | 323 |
|
|
2023
Q2 | $601K | Buy |
7,602
+1,655
| +28% | +$131K | 0.05% | 291 |
|
|
2023
Q1 | $477K | Buy |
5,947
+839
| +16% | +$67.3K | 0.04% | 326 |
|
|
2022
Q4 | $396K | Buy |
5,108
+1,542
| +43% | +$120K | 0.04% | 351 |
|
|
2022
Q3 | $270K | Sell |
3,566
-862
| -19% | -$65.3K | 0.03% | 386 |
|
|
2022
Q2 | $354K | Buy |
4,428
+1,699
| +62% | +$136K | 0.03% | 412 |
|
|
2022
Q1 | $235K | Sell |
2,729
-167
| -6% | -$14.4K | 0.03% | 351 |
|
|
2021
Q4 | $269K | Sell |
2,896
-10
| -0.3% | -$929 | 0.03% | 335 |
|
|
2021
Q3 | $274K | Buy |
2,906
+16
| +0.6% | +$1.51K | 0.03% | 326 |
|
|
2021
Q2 | $275K | Buy |
2,890
+96
| +3% | +$9.14K | 0.04% | 316 |
|
|
2021
Q1 | $260K | Buy |
2,794
+140
| +5% | +$13K | 0.04% | 297 |
|
|
2020
Q4 | $257K | Sell |
2,654
-427
| -14% | -$41.3K | 0.04% | 277 |
|
|
2020
Q3 | $295K | Buy |
3,081
+841
| +38% | +$80.5K | 0.07% | 189 |
|
|
2020
Q2 | $213K | Buy |
+2,240
| New | +$213K | 0.07% | 203 |
|
|
2019
Q3 | – | Sell |
-1,781
| Closed | -$1.6K | – | 480 |
|
|
2019
Q2 | $1.6K | Buy |
+1,781
| New | +$1.6K | 0.06% | 235 |
|