Plante Moran Financial Advisors’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 | $1.35M | Buy |
16,328
+7,900
| +94% | +$655K | 0.1% | 37 |
|
|
2025
Q1 | $689K | Sell |
8,428
-680
| -7% | -$55.6K | 0.06% | 62 |
|
|
2024
Q4 | $731K | Buy |
+9,108
| New | +$731K | 0.06% | 64 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 940 |
|
|
2024
Q2 | – | Sell |
-34
| Closed | -$2.74K | – | 904 |
|
|
2024
Q1 | $2.74K | Sell |
34
-1,420
| -98% | -$114K | ﹤0.01% | 744 |
|
|
2023
Q4 | $118K | Sell |
1,454
-932
| -39% | -$75.8K | 0.01% | 230 |
|
|
2023
Q3 | $181K | Sell |
2,386
-184
| -7% | -$14K | 0.02% | 157 |
|
|
2023
Q2 | $203K | Buy |
2,570
+243
| +10% | +$19.2K | 0.02% | 151 |
|
|
2023
Q1 | $187K | Buy |
2,327
+1,768
| +316% | +$142K | 0.03% | 156 |
|
|
2022
Q4 | $43.3K | Sell |
559
-56
| -9% | -$4.34K | 0.01% | 329 |
|
|
2022
Q3 | $47K | Buy |
+615
| New | +$47K | 0.01% | 318 |
|
|
2021
Q1 | – | Sell |
-94
| Closed | -$9K | – | 1149 |
|
|
2020
Q4 | $9K | Buy |
+94
| New | +$9K | ﹤0.01% | 645 |
|
|
2020
Q1 | – | Sell |
-8,042
| Closed | -$734K | – | 854 |
|
|
2019
Q4 | $734K | Buy |
+8,042
| New | +$734K | 0.26% | 56 |
|
|
2019
Q2 | – | Sell |
-140
| Closed | -$12K | – | 846 |
|
|
2019
Q1 | $12K | Sell |
140
-200
| -59% | -$17.1K | ﹤0.01% | 531 |
|
|
2018
Q4 | $28K | Buy |
+340
| New | +$28K | 0.01% | 387 |
|