O3W
Omni 360 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 | $320K | Sell |
3,858
-1,344
| -26% | -$111K | 0.16% | 133 |
|
|
2025
Q1 | $425K | Sell |
5,202
-4,744
| -48% | -$388K | 0.25% | 78 |
|
|
2024
Q4 | $798K | Sell |
9,946
-2,702
| -21% | -$217K | 0.5% | 52 |
|
|
2024
Q3 | $1.06M | Sell |
12,648
-1,812
| -13% | -$152K | 0.69% | 40 |
|
|
2024
Q2 | $1.16M | Sell |
14,460
-3,162
| -18% | -$253K | 0.86% | 30 |
|
|
2024
Q1 | $1.42M | Sell |
17,622
-4,045
| -19% | -$326K | 1.15% | 19 |
|
|
2023
Q4 | $1.76M | Buy |
+21,667
| New | +$1.76M | 1.64% | 18 |
|