Peak Financial 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 | $11.9M | Buy |
143,086
+5,406
| +4% | +$448K | 3.37% | 7 |
|
|
2025
Q1 | $11.3M | Buy |
137,680
+5,002
| +4% | +$409K | 3.37% | 8 |
|
|
2024
Q4 | $10.7M | Buy |
132,678
+9,059
| +7% | +$727K | 3.19% | 7 |
|
|
2024
Q3 | $10.4M | Buy |
123,619
+3,835
| +3% | +$321K | 3.04% | 8 |
|
|
2024
Q2 | $9.57M | Buy |
119,784
+4,144
| +4% | +$331K | 3% | 9 |
|
|
2024
Q1 | $9.31M | Buy |
115,640
+3,112
| +3% | +$251K | 2.95% | 9 |
|
|
2023
Q4 | $9.15M | Sell |
112,528
-7,039
| -6% | -$572K | 3.07% | 10 |
|
|
2023
Q3 | $9.08M | Buy |
119,567
+6,328
| +6% | +$481K | 3.31% | 8 |
|
|
2023
Q2 | $8.95M | Buy |
113,239
+678
| +0.6% | +$53.6K | 3.19% | 9 |
|
|
2023
Q1 | $9.03M | Buy |
112,561
+3,598
| +3% | +$289K | 3.36% | 8 |
|
|
2022
Q4 | $8.45M | Buy |
108,963
+3,102
| +3% | +$240K | 3.32% | 8 |
|
|
2022
Q3 | $8.01M | Buy |
105,861
+2,940
| +3% | +$223K | 3.34% | 8 |
|
|
2022
Q2 | $8.24M | Buy |
102,921
+4,368
| +4% | +$350K | 3.17% | 9 |
|
|
2022
Q1 | $8.48M | Buy |
98,553
+4,691
| +5% | +$404K | 2.84% | 11 |
|
|
2021
Q4 | $8.71M | Buy |
93,862
+1,840
| +2% | +$171K | 2.82% | 12 |
|
|
2021
Q3 | $8.69M | Buy |
92,022
+3,742
| +4% | +$353K | 2.94% | 11 |
|
|
2021
Q2 | $8.39M | Buy |
88,280
+5,716
| +7% | +$543K | 2.85% | 11 |
|
|
2021
Q1 | $7.68M | Buy |
82,564
+5,607
| +7% | +$522K | 2.78% | 13 |
|
|
2020
Q4 | $7.48M | Buy |
76,957
+5,759
| +8% | +$559K | 2.81% | 13 |
|
|
2020
Q3 | $6.82M | Buy |
71,198
+2,690
| +4% | +$258K | 2.94% | 12 |
|
|
2020
Q2 | $6.52M | Sell |
68,508
-1,206
| -2% | -$115K | 3.06% | 11 |
|
|
2020
Q1 | $6.07M | Buy |
69,714
+706
| +1% | +$61.5K | 3.1% | 9 |
|
|
2019
Q4 | $6.3M | Buy |
69,008
+33
| +0% | +$3.01K | 2.69% | 14 |
|
|
2019
Q3 | $6.29M | Buy |
68,975
+1,385
| +2% | +$126K | 2.8% | 14 |
|
|
2019
Q2 | $6.07M | Buy |
67,590
+2,656
| +4% | +$239K | 2.73% | 14 |
|
|
2019
Q1 | $5.64M | Sell |
64,934
-2,033
| -3% | -$177K | 2.59% | 14 |
|
|
2018
Q4 | $5.55M | Sell |
66,967
-11,025
| -14% | -$914K | 2.73% | 16 |
|
|
2018
Q3 | $6.52M | Buy |
77,992
+2,621
| +3% | +$219K | 2.93% | 17 |
|
|
2018
Q2 | $6.3M | Buy |
75,371
+1,020
| +1% | +$85.2K | 2.91% | 17 |
|
|
2018
Q1 | $6.31M | Sell |
74,351
-8,309
| -10% | -$705K | 3% | 15 |
|
|
2017
Q4 | $7.22M | Buy |
82,660
+178
| +0.2% | +$15.6K | 2.74% | 18 |
|
|
2017
Q3 | $7.26M | Sell |
82,482
-1,664
| -2% | -$146K | 2.8% | 17 |
|
|
2017
Q2 | $7.37M | Buy |
84,146
+6,472
| +8% | +$566K | 2.88% | 16 |
|
|
2017
Q1 | $6.71M | Buy |
77,674
+261
| +0.3% | +$22.5K | 2.71% | 18 |
|
|
2016
Q4 | $6.63M | Buy |
77,413
+1,502
| +2% | +$129K | 2.89% | 16 |
|
|
2016
Q3 | $6.8M | Buy |
75,911
+15,663
| +26% | +$1.4M | 2.94% | 15 |
|
|
2016
Q2 | $5.39M | Buy |
+60,248
| New | +$5.39M | 2.4% | 16 |
|
|
2015
Q4 | $4.71M | Buy |
+56,011
| New | +$4.71M | 2.15% | 17 |
|