OWP
Obermeyer Wealth Partners’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 | $352K | Hold |
4,246
| – | – | 0.02% | 198 |
|
|
2025
Q1 | $347K | Sell |
4,246
-30
| -0.7% | -$2.45K | 0.02% | 184 |
|
|
2024
Q4 | $343K | Buy |
4,276
+30
| +0.7% | +$2.41K | 0.02% | 190 |
|
|
2024
Q3 | $356K | Buy |
4,246
+560
| +15% | +$46.9K | 0.02% | 188 |
|
|
2024
Q2 | $295K | Hold |
3,686
| – | – | 0.02% | 196 |
|
|
2024
Q1 | $297K | Hold |
3,686
| – | – | 0.02% | 192 |
|
|
2023
Q4 | $300K | Hold |
3,686
| – | – | 0.02% | 173 |
|
|
2023
Q3 | $280K | Hold |
3,686
| – | – | 0.02% | 166 |
|
|
2023
Q2 | $291K | Hold |
3,686
| – | – | 0.02% | 163 |
|
|
2023
Q1 | $296K | Hold |
3,686
| – | – | 0.02% | 163 |
|
|
2022
Q4 | $286K | Hold |
3,686
| – | – | 0.02% | 166 |
|
|
2022
Q3 | $279K | Hold |
3,686
| – | – | 0.02% | 158 |
|
|
2022
Q2 | $295K | Hold |
3,686
| – | – | 0.02% | 147 |
|
|
2022
Q1 | $317K | Hold |
3,686
| – | – | 0.02% | 166 |
|
|
2021
Q4 | $342K | Buy |
+3,686
| New | +$342K | 0.02% | 154 |
|
|
2021
Q3 | – | Sell |
-3,686
| Closed | -$350K | – | 227 |
|
|
2021
Q2 | $350K | Hold |
3,686
| – | – | 0.02% | 154 |
|
|
2021
Q1 | $343K | Hold |
3,686
| – | – | 0.02% | 151 |
|
|
2020
Q4 | $358K | Hold |
3,686
| – | – | 0.02% | 104 |
|
|
2020
Q3 | $353K | Hold |
3,686
| – | – | 0.03% | 104 |
|
|
2020
Q2 | $351K | Hold |
3,686
| – | – | 0.03% | 99 |
|
|
2020
Q1 | $321K | Hold |
3,686
| – | – | 0.03% | 86 |
|
|
2019
Q4 | $337K | Buy |
3,686
+68
| +2% | +$6.22K | 0.03% | 98 |
|
|
2019
Q3 | $330K | Hold |
3,618
| – | – | 0.03% | 96 |
|
|
2019
Q2 | $325K | Hold |
3,618
| – | – | 0.03% | 95 |
|
|
2019
Q1 | $314K | Hold |
3,618
| – | – | 0.03% | 92 |
|
|
2018
Q4 | $300K | Hold |
3,618
| – | – | 0.03% | 92 |
|
|
2018
Q3 | $302K | Buy |
+3,618
| New | +$302K | 0.03% | 95 |
|