PFA
Plotkin Financial Advisors’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 | $447K | Hold |
5,392
| – | – | 0.25% | 61 |
|
|
2025
Q1 | $441K | Sell |
5,392
-773
| -13% | -$63.2K | 0.27% | 55 |
|
|
2024
Q4 | $495K | Sell |
6,165
-285
| -4% | -$22.9K | 0.29% | 48 |
|
|
2024
Q3 | $540K | Buy |
6,450
+1,484
| +30% | +$124K | 0.32% | 46 |
|
|
2024
Q2 | $397K | Buy |
4,966
+611
| +14% | +$48.8K | 0.26% | 60 |
|
|
2024
Q1 | $351K | Sell |
4,355
-609
| -12% | -$49K | 0.23% | 60 |
|
|
2023
Q4 | $403K | Buy |
4,964
+425
| +9% | +$34.5K | 0.31% | 53 |
|
|
2023
Q3 | $345K | Sell |
4,539
-563
| -11% | -$42.8K | 0.3% | 53 |
|
|
2023
Q2 | $403K | Buy |
5,102
+587
| +13% | +$46.4K | 0.34% | 51 |
|
|
2023
Q1 | $362K | Sell |
4,515
-213
| -5% | -$17.1K | 0.34% | 49 |
|
|
2022
Q4 | $366K | Hold |
4,728
| – | – | 0.37% | 45 |
|
|
2022
Q3 | $358K | Buy |
4,728
+650
| +16% | +$49.2K | 0.36% | 46 |
|
|
2022
Q2 | $326K | Sell |
4,078
-1,371
| -25% | -$110K | 0.31% | 48 |
|
|
2022
Q1 | $469K | Sell |
5,449
-939
| -15% | -$80.8K | 0.33% | 44 |
|
|
2021
Q4 | $593K | Sell |
6,388
-3,202
| -33% | -$297K | 0.37% | 43 |
|
|
2021
Q3 | $905K | Sell |
9,590
-2,977
| -24% | -$281K | 0.54% | 35 |
|
|
2021
Q2 | $1.19M | Sell |
12,567
-5,291
| -30% | -$503K | 0.66% | 39 |
|
|
2021
Q1 | $1.66M | Sell |
17,858
-1,326
| -7% | -$123K | 1.02% | 29 |
|
|
2020
Q4 | $1.86M | Sell |
19,184
-915
| -5% | -$88.9K | 1.23% | 22 |
|
|
2020
Q3 | $1.93M | Buy |
20,099
+6,868
| +52% | +$658K | 2.12% | 17 |
|
|
2020
Q2 | $1.26M | Sell |
13,231
-1,289
| -9% | -$123K | 1.07% | 21 |
|
|
2020
Q1 | $1.26M | Sell |
14,520
-3,136
| -18% | -$273K | 1.53% | 18 |
|
|
2019
Q4 | $1.61M | Buy |
+17,656
| New | +$1.61M | 1.5% | 19 |
|