MWA
Moser Wealth 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 | $702K | Buy |
8,471
+31
| +0.4% | +$2.57K | 0.34% | 53 |
|
2025
Q1 | $690K | Buy |
8,440
+18
| +0.2% | +$1.47K | 0.36% | 52 |
|
2024
Q4 | $676K | Buy |
8,422
+638
| +8% | +$51.2K | 0.35% | 49 |
|
2024
Q3 | $652K | Buy |
7,784
+27
| +0.3% | +$2.26K | 0.34% | 50 |
|
2024
Q2 | $620K | Sell |
7,757
-173
| -2% | -$13.8K | 0.34% | 48 |
|
2024
Q1 | $638K | Buy |
7,930
+17
| +0.2% | +$1.37K | 0.36% | 52 |
|
2023
Q4 | $643K | Sell |
7,913
-1,617
| -17% | -$131K | 0.41% | 46 |
|
2023
Q3 | $724K | Sell |
9,530
-341
| -3% | -$25.9K | 0.51% | 46 |
|
2023
Q2 | $780K | Buy |
+9,871
| New | +$780K | 0.53% | 45 |
|
2022
Q4 | $794K | Buy |
10,241
+26
| +0.3% | +$2.02K | 0.6% | 43 |
|
2022
Q3 | $773K | Buy |
10,215
+867
| +9% | +$65.6K | 0.6% | 42 |
|
2022
Q2 | $748K | Buy |
9,348
+15
| +0.2% | +$1.2K | 0.56% | 48 |
|
2022
Q1 | $803K | Sell |
9,333
-57
| -0.6% | -$4.9K | 0.5% | 46 |
|
2021
Q4 | $871K | Buy |
9,390
+31
| +0.3% | +$2.88K | 0.53% | 43 |
|
2021
Q3 | $884K | Sell |
9,359
-53
| -0.6% | -$5.01K | 0.57% | 42 |
|
2021
Q2 | $895K | Buy |
9,412
+72
| +0.8% | +$6.85K | 0.58% | 43 |
|
2021
Q1 | $869K | Buy |
9,340
+651
| +7% | +$60.6K | 0.61% | 40 |
|
2020
Q4 | $844K | Sell |
8,689
-131
| -1% | -$12.7K | 0.62% | 39 |
|
2020
Q3 | $845K | Buy |
8,820
+1,573
| +22% | +$151K | 0.67% | 34 |
|
2020
Q2 | $689K | Sell |
7,247
-1,160
| -14% | -$110K | 0.66% | 37 |
|
2020
Q1 | $732K | Buy |
8,407
+106
| +1% | +$9.23K | 0.85% | 29 |
|
2019
Q4 | $758K | Buy |
+8,301
| New | +$758K | 0.73% | 31 |
|