PJSIMP
P.J. Schmidt Investment Management (PJS)’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 | $460K | Buy |
5,544
+800
| +17% | +$66.3K | 0.08% | 132 |
|
|
2025
Q1 | $388K | Sell |
4,744
-2,626
| -36% | -$215K | 0.07% | 133 |
|
|
2024
Q4 | $592K | Hold |
7,370
| – | – | 0.1% | 101 |
|
|
2024
Q3 | $617K | Buy |
7,370
+368
| +5% | +$30.8K | 0.11% | 98 |
|
|
2024
Q2 | $560K | Hold |
7,002
| – | – | 0.1% | 101 |
|
|
2024
Q1 | $564K | Sell |
7,002
-90
| -1% | -$7.25K | 0.11% | 99 |
|
|
2023
Q4 | $570K | Buy |
7,092
+126
| +2% | +$10.1K | 0.11% | 95 |
|
|
2023
Q3 | $514K | Sell |
6,966
-700
| -9% | -$51.7K | 0.11% | 99 |
|
|
2023
Q2 | $605K | Hold |
7,666
| – | – | 0.12% | 97 |
|
|
2023
Q1 | $613K | Sell |
7,666
-100
| -1% | -$8K | 0.13% | 93 |
|
|
2022
Q4 | $602K | Buy |
7,766
+3,393
| +78% | +$263K | 0.14% | 90 |
|
|
2022
Q3 | $324K | Hold |
4,373
| – | – | 0.08% | 131 |
|
|
2022
Q2 | $353K | Sell |
4,373
-5,624
| -56% | -$454K | 0.08% | 130 |
|
|
2022
Q1 | $815K | Hold |
9,997
| – | – | 0.18% | 90 |
|
|
2021
Q4 | $904K | Sell |
9,997
-336
| -3% | -$30.4K | 0.18% | 89 |
|
|
2021
Q3 | $968K | Sell |
10,333
-446
| -4% | -$41.8K | 0.19% | 86 |
|
|
2021
Q2 | $1.03M | Sell |
10,779
-177
| -2% | -$17K | 0.21% | 82 |
|
|
2021
Q1 | $1.03M | Buy |
10,956
+718
| +7% | +$67.3K | 0.21% | 83 |
|
|
2020
Q4 | $986K | Sell |
10,238
-19
| -0.2% | -$1.83K | 0.22% | 79 |
|
|
2020
Q3 | $986K | Buy |
+10,257
| New | +$986K | 0.24% | 72 |
|