PIWA
Prevail Innovative Wealth 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 | $8.16M | Sell |
98,349
-25,319
| -20% | -$2.1M | 1.83% | 5 |
|
|
2025
Q1 | $10.1M | Buy |
123,668
+7,916
| +7% | +$647K | 2.69% | 3 |
|
|
2024
Q4 | $9.29M | Sell |
115,752
-97,678
| -46% | -$7.84M | 2.69% | 4 |
|
|
2024
Q3 | $17.9M | Buy |
213,430
+94,194
| +79% | +$7.89M | 5.45% | 1 |
|
|
2024
Q2 | $9.53M | Buy |
119,236
+6,884
| +6% | +$550K | 3.37% | 1 |
|
|
2024
Q1 | $9.05M | Buy |
+112,352
| New | +$9.05M | 3.36% | 1 |
|