MGIA
Moneta Group Investment Advisors’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 | – | Sell |
-3,187
| Closed | -$261K | – | 727 |
|
|
2025
Q1 | $261K | Sell |
3,187
-7,528
| -70% | -$616K | ﹤0.01% | 556 |
|
|
2024
Q4 | $860K | Buy |
10,715
+3,689
| +53% | +$296K | 0.01% | 302 |
|
|
2024
Q3 | $588K | Buy |
+7,026
| New | +$588K | 0.01% | 376 |
|
|
2023
Q4 | – | Sell |
-3,589
| Closed | -$273K | – | 581 |
|
|
2023
Q3 | $273K | Buy |
3,589
+316
| +10% | +$24K | 0.01% | 424 |
|
|
2023
Q2 | $259K | Buy |
3,273
+399
| +14% | +$31.5K | 0.01% | 451 |
|
|
2023
Q1 | $231K | Buy |
+2,874
| New | +$231K | 0.01% | 472 |
|
|
2022
Q4 | – | Sell |
-3,687
| Closed | -$279K | – | 473 |
|
|
2022
Q3 | $279K | Buy |
3,687
+850
| +30% | +$64.3K | 0.01% | 366 |
|
|
2022
Q2 | $227K | Sell |
2,837
-1,184
| -29% | -$94.7K | 0.01% | 422 |
|
|
2022
Q1 | $346K | Buy |
+4,021
| New | +$346K | 0.01% | 340 |
|
|
2021
Q4 | – | Sell |
-2,129
| Closed | -$201K | – | 490 |
|
|
2021
Q3 | $201K | Buy |
+2,129
| New | +$201K | 0.01% | 438 |
|
|
2021
Q2 | – | Sell |
-2,806
| Closed | -$261K | – | 460 |
|
|
2021
Q1 | $261K | Buy |
+2,806
| New | +$261K | 0.01% | 364 |
|