MBFW
Morton Brown Family Wealth’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 | $10.1M | Buy |
121,563
+5,545
| +5% | +$460K | 3.07% | 10 |
|
|
2025
Q1 | $9.49M | Buy |
116,018
+13,520
| +13% | +$1.11M | 3.22% | 10 |
|
|
2024
Q4 | $8.23M | Buy |
102,498
+11,886
| +13% | +$954K | 2.87% | 10 |
|
|
2024
Q3 | $7.59M | Buy |
90,612
+15,237
| +20% | +$1.28M | 2.7% | 10 |
|
|
2024
Q2 | $6.1M | Buy |
75,375
+13,336
| +21% | +$1.08M | 2.41% | 11 |
|
|
2024
Q1 | $4.99M | Buy |
62,039
+18,546
| +43% | +$1.49M | 2.06% | 12 |
|
|
2023
Q4 | $3.54M | Buy |
43,493
+10,758
| +33% | +$874K | 1.55% | 13 |
|
|
2023
Q3 | $2.49M | Buy |
32,735
+2,247
| +7% | +$171K | 1.27% | 17 |
|
|
2023
Q2 | $2.41M | Buy |
30,488
+2,933
| +11% | +$232K | 1.29% | 17 |
|
|
2023
Q1 | $2.21M | Buy |
27,555
+9,102
| +49% | +$730K | 1.32% | 16 |
|
|
2022
Q4 | $1.43M | Buy |
18,453
+4,559
| +33% | +$353K | 0.98% | 19 |
|
|
2022
Q3 | $1.05M | Buy |
13,894
+416
| +3% | +$31.5K | 0.84% | 22 |
|
|
2022
Q2 | $1.08M | Buy |
13,478
+1,984
| +17% | +$159K | 0.84% | 22 |
|
|
2022
Q1 | $989K | Buy |
11,494
+2,208
| +24% | +$190K | 0.75% | 22 |
|
|
2021
Q4 | $861K | Buy |
+9,286
| New | +$861K | 0.66% | 23 |
|