NW
Naviter 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 | – | Sell |
-90,048
| Closed | -$7.35M | – | 308 |
|
|
2025
Q1 | $7.35M | Buy |
90,048
+6,917
| +8% | +$565K | 0.89% | 22 |
|
|
2024
Q4 | $6.67M | Sell |
83,131
-1,280
| -2% | -$103K | 0.8% | 24 |
|
|
2024
Q3 | $7.07M | Buy |
84,411
+14,282
| +20% | +$1.2M | 0.98% | 21 |
|
|
2024
Q2 | $5.61M | Buy |
70,129
+2,727
| +4% | +$218K | 0.84% | 23 |
|
|
2024
Q1 | $5.43M | Sell |
67,402
-3,657
| -5% | -$294K | 0.89% | 23 |
|
|
2023
Q4 | $5.78M | Buy |
71,059
+5,670
| +9% | +$461K | 1.16% | 17 |
|
|
2023
Q3 | $4.97M | Buy |
65,389
+6,188
| +10% | +$470K | 1.2% | 12 |
|
|
2023
Q2 | $4.68M | Buy |
+59,201
| New | +$4.68M | 1.19% | 14 |
|