PIA
Powell Investment 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 | $151K | Sell |
1,820
-1,600
| -47% | -$133K | 0.06% | 134 |
|
2025
Q1 | $280K | Sell |
3,420
-1,600
| -32% | -$131K | 0.14% | 93 |
|
2024
Q4 | $403K | Hold |
5,020
| – | – | 0.19% | 78 |
|
2024
Q3 | $420K | Buy |
5,020
+1,820
| +57% | +$152K | 0.2% | 73 |
|
2024
Q2 | $256K | Buy |
+3,200
| New | +$256K | 0.13% | 92 |
|