Oakwell Private Wealth Management’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 | $13.8M | Buy |
166,505
+14,000
| +9% | +$1.16M | 3.18% | 7 |
|
|
2025
Q1 | $12.5M | Buy |
152,505
+10,441
| +7% | +$854K | 3.44% | 7 |
|
|
2024
Q4 | $11.4M | Buy |
142,064
+17,976
| +14% | +$1.44M | 3.2% | 7 |
|
|
2024
Q3 | $10.4M | Sell |
124,088
-30,126
| -20% | -$2.52M | 2.99% | 7 |
|
|
2024
Q2 | $12.3M | Buy |
154,214
+12,731
| +9% | +$1.02M | 3.48% | 7 |
|
|
2024
Q1 | $11.4M | Buy |
141,483
+15,232
| +12% | +$1.23M | 3.46% | 7 |
|
|
2023
Q4 | $10.3M | Buy |
+126,251
| New | +$10.3M | 3.59% | 7 |
|