OHWA
Oak Hill 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 | $11.5M | Buy |
140,831
+7,569
| +6% | +$620K | 2.39% | 13 |
|
|
2025
Q1 | $10.9M | Buy |
133,262
+3,249
| +2% | +$266K | 2.53% | 12 |
|
|
2024
Q4 | $10.4M | Buy |
+130,013
| New | +$10.4M | 2.49% | 13 |
|
|
2024
Q3 | – | Sell |
-33,517
| Closed | -$2.68M | – | 95 |
|
|
2024
Q2 | $2.68M | Buy |
+33,517
| New | +$2.68M | 0.81% | 19 |
|
|
2024
Q1 | – | Sell |
-13,464
| Closed | -$1.09M | – | 89 |
|
|
2023
Q4 | $1.09M | Sell |
13,464
-55
| -0.4% | -$4.47K | 0.38% | 34 |
|
|
2023
Q3 | $1.03M | Sell |
13,519
-981
| -7% | -$74.5K | 0.4% | 33 |
|
|
2023
Q2 | $1.15M | Sell |
14,500
-796
| -5% | -$62.9K | 0.42% | 32 |
|
|
2023
Q1 | $1.23M | Buy |
15,296
+1,036
| +7% | +$83.1K | 0.48% | 29 |
|
|
2022
Q4 | $1.11M | Buy |
+14,260
| New | +$1.11M | 0.46% | 33 |
|