QWM
Quaker Wealth Management’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 | $14.3M | Buy |
+172,253
| New | +$14.3M | 4.78% | 6 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 805 |
|
|
2024
Q3 | $21.4M | Buy |
+255,902
| New | +$21.4M | 7.85% | 3 |
|
|
2024
Q1 | $19.5M | Buy |
241,763
+4,283
| +2% | +$345K | 7.88% | 3 |
|
|
2023
Q4 | $19.3M | Sell |
237,480
-1,081
| -0.5% | -$87.9K | 8.69% | 5 |
|
|
2023
Q3 | $18.1M | Sell |
238,561
-8,052
| -3% | -$612K | 8.83% | 5 |
|
|
2023
Q2 | $19.5M | Buy |
246,613
+1,464
| +0.6% | +$116K | 8.8% | 5 |
|
|
2023
Q1 | $19.7M | Buy |
245,149
+16,303
| +7% | +$1.31M | 9.18% | 4 |
|
|
2022
Q4 | $17.7M | Buy |
228,846
+156,221
| +215% | +$12.1M | 9% | 4 |
|
|
2022
Q3 | $5.5M | Buy |
+72,625
| New | +$5.5M | 2.88% | 12 |
|
|
2022
Q1 | – | Sell |
-7,913
| Closed | -$734K | – | 54 |
|
|
2021
Q4 | $734K | Sell |
7,913
-295
| -4% | -$27.4K | 0.31% | 27 |
|
|
2021
Q3 | $775K | Buy |
+8,208
| New | +$775K | 0.89% | 11 |
|
|
2021
Q1 | $3.46M | Sell |
37,203
-849
| -2% | -$79K | 1.6% | 17 |
|
|
2020
Q4 | $3.7M | Sell |
38,052
-3,354
| -8% | -$326K | 1.94% | 16 |
|
|
2020
Q3 | $3.97M | Buy |
41,406
+7,918
| +24% | +$759K | 2.13% | 13 |
|
|
2020
Q2 | $3.19M | Buy |
33,488
+589
| +2% | +$56K | 1.9% | 13 |
|
|
2020
Q1 | $2.87M | Buy |
+32,899
| New | +$2.87M | 2.04% | 11 |
|