MWM
Modera 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 | $17.7M | Sell |
213,543
-5,516
| -3% | -$457K | 0.22% | 88 |
|
|
2025
Q1 | $17.9M | Buy |
219,059
+65
| +0% | +$5.31K | 0.24% | 83 |
|
|
2024
Q4 | $17.6M | Buy |
218,994
+33,981
| +18% | +$2.73M | 0.21% | 87 |
|
|
2024
Q3 | $15.5M | Buy |
185,013
+3,685
| +2% | +$309K | 0.2% | 90 |
|
|
2024
Q2 | $14.5M | Buy |
181,328
+25,546
| +16% | +$2.04M | 0.21% | 87 |
|
|
2024
Q1 | $12.5M | Buy |
155,782
+2,476
| +2% | +$199K | 0.19% | 94 |
|
|
2023
Q4 | $12.5M | Buy |
153,306
+1,074
| +0.7% | +$87.3K | 0.21% | 94 |
|
|
2023
Q3 | $11.6M | Buy |
152,232
+6,644
| +5% | +$505K | 0.22% | 90 |
|
|
2023
Q2 | $11.5M | Buy |
145,588
+139,014
| +2,115% | +$11M | 0.21% | 94 |
|
|
2023
Q1 | $527K | Sell |
6,574
-2,329
| -26% | -$187K | 0.02% | 209 |
|
|
2022
Q4 | $690K | Buy |
8,903
+5,102
| +134% | +$395K | 0.03% | 175 |
|
|
2022
Q3 | $288K | Buy |
3,801
+692
| +22% | +$52.4K | 0.01% | 250 |
|
|
2022
Q2 | $249K | Sell |
3,109
-2,448
| -44% | -$196K | 0.01% | 285 |
|
|
2022
Q1 | $478K | Buy |
5,557
+2,108
| +61% | +$181K | 0.02% | 214 |
|
|
2021
Q4 | $320K | Sell |
3,449
-140
| -4% | -$13K | 0.01% | 382 |
|
|
2021
Q3 | $339K | Buy |
3,589
+1,414
| +65% | +$134K | 0.02% | 191 |
|
|
2021
Q2 | $207K | Sell |
2,175
-862
| -28% | -$82K | 0.01% | 233 |
|
|
2021
Q1 | $282K | Sell |
3,037
-109
| -3% | -$10.1K | 0.02% | 180 |
|
|
2020
Q4 | $305K | Buy |
+3,146
| New | +$305K | 0.02% | 179 |
|