OAM
Occidental Asset Management’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 | $972K | Buy |
11,724
+7,160
| +157% | +$594K | 0.13% | 103 |
|
|
2025
Q1 | $373K | Buy |
4,564
+22
| +0.5% | +$1.8K | 0.06% | 163 |
|
|
2024
Q4 | $365K | Sell |
4,542
-120
| -3% | -$9.63K | 0.06% | 151 |
|
|
2024
Q3 | $390K | Buy |
4,662
+893
| +24% | +$74.8K | 0.06% | 157 |
|
|
2024
Q2 | $301K | Sell |
3,769
-3,319
| -47% | -$265K | 0.05% | 163 |
|
|
2024
Q1 | $571K | Sell |
7,088
-885
| -11% | -$71.3K | 0.11% | 129 |
|
|
2023
Q4 | $648K | Buy |
7,973
+1,939
| +32% | +$158K | 0.13% | 124 |
|
|
2023
Q3 | $458K | Sell |
6,034
-69
| -1% | -$5.24K | 0.11% | 139 |
|
|
2023
Q2 | $482K | Buy |
+6,103
| New | +$482K | 0.11% | 150 |
|
|
2018
Q4 | – | Sell |
-5,320
| Closed | -$444K | – | 159 |
|
|
2018
Q3 | $444K | Hold |
5,320
| – | – | 0.22% | 91 |
|
|
2018
Q2 | $444K | Buy |
5,320
+933
| +21% | +$77.9K | 0.24% | 83 |
|
|
2018
Q1 | $372K | Hold |
4,387
| – | – | 0.2% | 97 |
|
|
2017
Q4 | $383K | Hold |
4,387
| – | – | 0.2% | 93 |
|
|
2017
Q3 | $386K | Sell |
4,387
-100
| -2% | -$8.8K | 0.21% | 81 |
|
|
2017
Q2 | $393K | Buy |
4,487
+72
| +2% | +$6.31K | 0.24% | 74 |
|
|
2017
Q1 | $381K | Buy |
4,415
+592
| +15% | +$51.1K | 0.25% | 64 |
|
|
2016
Q4 | $328K | Sell |
3,823
-260
| -6% | -$22.3K | 0.24% | 80 |
|
|
2016
Q3 | $366K | Hold |
4,083
| – | – | 0.3% | 65 |
|
|
2016
Q2 | $365K | Sell |
4,083
-847
| -17% | -$75.7K | 0.32% | 62 |
|
|
2016
Q1 | $429K | Hold |
4,930
| – | – | 0.52% | 47 |
|
|
2015
Q4 | $415K | Hold |
4,930
| – | – | 0.53% | 42 |
|
|
2015
Q3 | $421K | Hold |
4,930
| – | – | 0.59% | 38 |
|
|
2015
Q2 | $421K | Hold |
4,930
| – | – | 0.56% | 43 |
|
|
2015
Q1 | $432K | Hold |
4,930
| – | – | 0.54% | 43 |
|
|
2014
Q4 | $424K | Hold |
4,930
| – | – | 0.65% | 40 |
|
|
2014
Q3 | $423K | Hold |
4,930
| – | – | 0.69% | 36 |
|
|
2014
Q2 | $427K | Hold |
4,930
| – | – | 0.73% | 38 |
|
|
2014
Q1 | $419K | Buy |
+4,930
| New | +$419K | 0.75% | 37 |
|