Principle Wealth Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,800	Closed	-$384K	–	349
2024 Q2	$384K	Buy	4,800 +16	+0.3%	+$1.27K	0.03%	247
2024 Q1	$385K	Buy	4,784 +50	+1%	+$4.01K	0.03%	250
2023 Q4	$385K	Buy	4,734 +1,435	+43%	+$111K	0.03%	242
2023 Q3	$251K	Hold	3,299	–	–	0.03%	280
2023 Q2	$261K	Hold	3,299	–	–	0.03%	285
2023 Q1	$265K	Sell	3,299 -42	-1%	-$3.33K	0.03%	272
2022 Q4	$259K	Hold	3,341	–	–	0.03%	275
2022 Q3	$253	Hold	3,341	–	–	0.02%	253
2022 Q2	$267K	Hold	3,341	–	–	0.03%	263
2022 Q1	$287K	Buy	3,341 +42	+1%	+$3.73K	0.03%	266
2021 Q4	$306K	Sell	3,299 -152	-4%	-$14.2K	0.03%	259
2021 Q3	$326K	Buy	3,451 +112	+3%	+$10.7K	0.04%	239
2021 Q2	$317K	Buy	3,339 +393	+13%	+$37K	0.04%	248
2021 Q1	$274K	Sell	2,946 -2,613	-47%	-$248K	0.03%	248
2020 Q4	$540K	Buy	+5,559	New	+$536K	0.07%	169
2020 Q3	–	Sell	-118	Closed	-$11K	–	412
2020 Q2	$11K	Buy	+118	New	+$10.9K	﹤0.01%	401