Mosaic Family Wealth Partners’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
$2.81M Buy
33,860
+1,149
+4% +$95.3K 0.36% 36
2025
Q1
$2.67M Buy
32,711
+6,385
+24% +$522K 0.38% 32
2024
Q4
$2.11M Buy
26,326
+1,256
+5% +$101K 0.3% 38
2024
Q3
$2.1M Buy
25,070
+1,171
+5% +$98.1K 0.31% 37
2024
Q2
$1.91M Buy
23,899
+1,762
+8% +$141K 0.31% 38
2024
Q1
$1.78M Buy
22,137
+6,556
+42% +$528K 0.29% 39
2023
Q4
$1.27M Sell
15,581
-2,945
-16% -$239K 0.22% 52
2023
Q3
$1.41M Buy
18,526
+478
+3% +$36.3K 0.28% 41
2023
Q2
$1.43M Sell
18,048
-330
-2% -$26.1K 0.28% 44
2023
Q1
$1.47M Buy
18,378
+1,473
+9% +$118K 0.31% 44
2022
Q4
$1.31M Buy
+16,905
New +$1.31M 0.37% 44