PWMG
Pioneer Wealth Management Group’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 | $24M | Buy |
289,235
+16,087
| +6% | +$1.33M | 8.89% | 4 |
|
|
2025
Q1 | $22.3M | Buy |
+273,148
| New | +$22.3M | 9.62% | 4 |
|
|
2024
Q3 | $11.4M | Buy |
136,118
+36,629
| +37% | +$3.07M | 5.44% | 6 |
|
|
2024
Q2 | $7.95M | Buy |
99,489
+7,513
| +8% | +$601K | 4.22% | 9 |
|
|
2024
Q1 | $7.4M | Buy |
91,976
+68
| +0.1% | +$5.48K | 4.23% | 9 |
|
|
2023
Q4 | $7.47M | Buy |
91,908
+15,278
| +20% | +$1.24M | 4.65% | 8 |
|
|
2023
Q3 | $5.82M | Buy |
76,630
+12,394
| +19% | +$942K | 4.43% | 8 |
|
|
2023
Q2 | $5.08M | Sell |
64,236
-4,326
| -6% | -$342K | 4.03% | 10 |
|
|
2023
Q1 | $5.5M | Sell |
68,562
-10,383
| -13% | -$833K | 4.89% | 9 |
|
|
2022
Q4 | $6.12M | Buy |
+78,945
| New | +$6.12M | 5.76% | 5 |
|