Perigon Wealth 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 | $5.55M | Buy |
66,943
+1,619
| +2% | +$134K | 0.13% | 155 |
|
|
2025
Q1 | $5.34M | Sell |
65,324
-14,234
| -18% | -$1.16M | 0.14% | 153 |
|
|
2024
Q4 | $6.38M | Buy |
79,558
+2,758
| +4% | +$221K | 0.16% | 127 |
|
|
2024
Q3 | $6.43M | Buy |
+76,800
| New | +$6.43M | 0.17% | 123 |
|
|
2024
Q2 | – | Sell |
-77,844
| Closed | -$6.27M | – | 913 |
|
|
2024
Q1 | $6.27M | Sell |
77,844
-4,793
| -6% | -$386K | 0.19% | 120 |
|
|
2023
Q4 | $6.72M | Buy |
82,637
+8,160
| +11% | +$663K | 0.22% | 101 |
|
|
2023
Q3 | $5.66M | Buy |
74,477
+2,785
| +4% | +$212K | 0.23% | 104 |
|
|
2023
Q2 | $5.67M | Sell |
71,692
-666
| -0.9% | -$52.6K | 0.22% | 108 |
|
|
2023
Q1 | $5.8M | Sell |
72,358
-267
| -0.4% | -$21.4K | 0.33% | 73 |
|
|
2022
Q4 | $5.63M | Buy |
+72,625
| New | +$5.63M | 0.35% | 70 |
|
|
2022
Q2 | – | Sell |
-2,526
| Closed | -$217K | – | 616 |
|
|
2022
Q1 | $217K | Buy |
2,526
+145
| +6% | +$12.5K | 0.02% | 563 |
|
|
2021
Q4 | $221K | Buy |
2,381
+15
| +0.6% | +$1.39K | 0.02% | 532 |
|
|
2021
Q3 | $223K | Sell |
2,366
-610
| -20% | -$57.5K | 0.02% | 488 |
|
|
2021
Q2 | $283K | Sell |
2,976
-876
| -23% | -$83.3K | 0.03% | 414 |
|
|
2021
Q1 | $358K | Buy |
3,852
+353
| +10% | +$32.8K | 0.04% | 352 |
|
|
2020
Q4 | $340K | Sell |
3,499
-1,309
| -27% | -$127K | 0.04% | 313 |
|
|
2020
Q3 | $461K | Buy |
4,808
+123
| +3% | +$11.8K | 0.06% | 239 |
|
|
2020
Q2 | $446K | Sell |
4,685
-3,331
| -42% | -$317K | 0.07% | 206 |
|
|
2020
Q1 | $727K | Buy |
+8,016
| New | +$727K | 0.14% | 125 |
|
|
2018
Q2 | – | Sell |
-789
| Closed | -$67K | – | 572 |
|
|
2018
Q1 | $67K | Sell |
789
-215
| -21% | -$18.3K | 0.02% | 279 |
|
|
2017
Q4 | $88K | Sell |
1,004
-150
| -13% | -$13.1K | 0.03% | 219 |
|
|
2017
Q3 | $102K | Sell |
1,154
-35
| -3% | -$3.09K | 0.03% | 259 |
|
|
2017
Q2 | $104K | Sell |
1,189
-108
| -8% | -$9.45K | 0.02% | 300 |
|
|
2017
Q1 | $112K | Sell |
1,297
-250
| -16% | -$21.6K | 0.02% | 292 |
|
|
2016
Q4 | $133K | Hold |
1,547
| – | – | 0.03% | 264 |
|
|
2016
Q3 | $139K | Hold |
1,547
| – | – | 0.04% | 221 |
|
|
2016
Q2 | $138K | Buy |
+1,547
| New | +$138K | 0.04% | 214 |
|