MWM
Mission 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 | $939K | Sell |
11,330
-710
| -6% | -$58.9K | 0.02% | 323 |
|
|
2025
Q1 | $984K | Buy |
12,040
+24
| +0.2% | +$1.96K | 0.02% | 289 |
|
|
2024
Q4 | $965K | Buy |
12,016
+1,967
| +20% | +$158K | 0.02% | 283 |
|
|
2024
Q3 | $842K | Sell |
10,049
-50
| -0.5% | -$4.19K | 0.02% | 309 |
|
|
2024
Q2 | $807K | Sell |
10,099
-5,154
| -34% | -$412K | 0.02% | 304 |
|
|
2024
Q1 | $1.23M | Buy |
15,253
+6,597
| +76% | +$531K | 0.03% | 236 |
|
|
2023
Q4 | $704K | Buy |
8,656
+789
| +10% | +$64.1K | 0.02% | 288 |
|
|
2023
Q3 | $598K | Buy |
7,867
+1,861
| +31% | +$141K | 0.02% | 296 |
|
|
2023
Q2 | $475K | Sell |
6,006
-1,183
| -16% | -$93.5K | 0.02% | 337 |
|
|
2023
Q1 | $577K | Buy |
7,189
+987
| +16% | +$79.2K | 0.02% | 294 |
|
|
2022
Q4 | $481K | Buy |
6,202
+2,613
| +73% | +$203K | 0.02% | 311 |
|
|
2022
Q3 | $272K | Sell |
3,589
-5
| -0.1% | -$379 | 0.01% | 400 |
|
|
2022
Q2 | $288K | Buy |
+3,594
| New | +$288K | 0.02% | 385 |
|
|
2022
Q1 | – | Sell |
-3,984
| Closed | -$370K | – | 532 |
|
|
2021
Q4 | $370K | Sell |
3,984
-503
| -11% | -$46.7K | 0.02% | 360 |
|
|
2021
Q3 | $424K | Buy |
4,487
+14
| +0.3% | +$1.32K | 0.02% | 308 |
|
|
2021
Q2 | $425K | Hold |
4,473
| – | – | 0.02% | 313 |
|
|
2021
Q1 | $416K | Buy |
4,473
+933
| +26% | +$86.8K | 0.02% | 299 |
|
|
2020
Q4 | $344K | Buy |
3,540
+204
| +6% | +$19.8K | 0.02% | 318 |
|
|
2020
Q3 | $320K | Sell |
3,336
-1,955
| -37% | -$188K | 0.02% | 268 |
|
|
2020
Q2 | $503K | Buy |
+5,291
| New | +$503K | 0.04% | 186 |
|
|
2020
Q1 | – | Sell |
-2,471
| Closed | -$226K | – | 348 |
|
|
2019
Q4 | $226K | Buy |
2,471
+58
| +2% | +$5.31K | 0.02% | 306 |
|
|
2019
Q3 | $220K | Sell |
2,413
-15
| -0.6% | -$1.37K | 0.02% | 292 |
|
|
2019
Q2 | $218K | Buy |
2,428
+126
| +5% | +$11.3K | 0.02% | 291 |
|
|
2019
Q1 | $200K | Buy |
+2,302
| New | +$200K | 0.02% | 303 |
|