PRW Wealth Management’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
2023 Q3	$1.94M	Sell	26,010 -390	-1%	-$30.3K	0.74%	27
2023 Q2	$2.09M	Sell	26,400 -3,400	-11%	-$270K	0.72%	21
2023 Q1	$2.4M	Buy	29,800 +17,800	+148%	+$1.41M	0.94%	25
2022 Q4	$930K	Buy	+12,000	New	+$923K	0.4%	24
2021 Q3	–	Sell	-7,504	Closed	-$713K	–	278
2021 Q2	$713K	Sell	7,504 -3,838	-34%	-$361K	0.21%	123
2021 Q1	$1.05M	Hold	11,342	–	–	0.52%	37
2020 Q4	$1.1M	Hold	11,342	–	–	0.62%	33
2020 Q3	$1.09M	Hold	11,342	–	–	0.78%	28
2020 Q2	$1.08M	Hold	11,342	–	–	0.86%	26
2020 Q1	$988K	Buy	11,342 +2,500	+28%	+$227K	1.2%	22
2019 Q4	$808K	Hold	8,842	–	–	0.92%	28
2019 Q3	$807K	Hold	8,842	–	–	0.98%	25
2019 Q2	$794K	Hold	8,842	–	–	0.88%	27
2019 Q1	$768K	Buy	8,842 +2,600	+42%	+$220K	0.71%	27
2018 Q4	$517K	Buy	+6,242	New	+$515K	0.64%	28