Montag & Associates’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
38,532
+51
| +0.1% | +$4.23K | 0.16% | 128 |
|
|
2025
Q1 | $3.15M | Sell |
38,481
-3,142
| -8% | -$257K | 0.16% | 127 |
|
|
2024
Q4 | $3.34M | Sell |
41,623
-2,495
| -6% | -$200K | 0.16% | 134 |
|
|
2024
Q3 | $3.69M | Sell |
44,118
-452
| -1% | -$37.9K | 0.17% | 122 |
|
|
2024
Q2 | $3.56M | Buy |
44,570
+418
| +0.9% | +$33.4K | 0.18% | 121 |
|
|
2024
Q1 | $3.55M | Sell |
44,152
-6,377
| -13% | -$513K | 0.18% | 124 |
|
|
2023
Q4 | $4.11M | Buy |
50,529
+239
| +0.5% | +$19.4K | 0.23% | 94 |
|
|
2023
Q3 | $3.82M | Sell |
50,290
-6,108
| -11% | -$464K | 0.24% | 93 |
|
|
2023
Q2 | $4.46M | Sell |
56,398
-2,555
| -4% | -$202K | 0.27% | 87 |
|
|
2023
Q1 | $4.73M | Buy |
58,953
+632
| +1% | +$50.7K | 0.31% | 79 |
|
|
2022
Q4 | $4.52M | Sell |
58,321
-14,856
| -20% | -$1.15M | 0.3% | 85 |
|
|
2022
Q3 | $5.54M | Sell |
73,177
-17,692
| -19% | -$1.34M | 0.38% | 72 |
|
|
2022
Q2 | $7.27M | Buy |
90,869
+26,675
| +42% | +$2.13M | 0.47% | 51 |
|
|
2022
Q1 | $5.52M | Buy |
64,194
+50,361
| +364% | +$4.33M | 0.29% | 98 |
|
|
2021
Q4 | $1.28M | Sell |
13,833
-6,077
| -31% | -$564K | 0.06% | 216 |
|
|
2021
Q3 | $1.88M | Sell |
19,910
-835
| -4% | -$78.8K | 0.1% | 169 |
|
|
2021
Q2 | $1.97M | Buy |
20,745
+1,193
| +6% | +$113K | 0.1% | 171 |
|
|
2021
Q1 | $1.82M | Sell |
19,552
-92,802
| -83% | -$8.63M | 0.1% | 174 |
|
|
2020
Q4 | $10.9M | Buy |
+112,354
| New | +$10.9M | 0.67% | 42 |
|