RWG
Ratio Wealth Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $44.6M | Buy |
553,759
+89,662
| +19% | +$7.22M | 8.3% | 1 |
|
|
2023
Q4 | $37.7M | Buy |
464,097
+37,108
| +9% | +$3.02M | 8.16% | 1 |
|
|
2023
Q3 | $32.4M | Buy |
426,989
+30,651
| +8% | +$2.33M | 8.13% | 1 |
|
|
2023
Q2 | $31.3M | Buy |
+396,338
| New | +$31.3M | 7.75% | 1 |
|
|
2022
Q4 | $28.1M | Buy |
362,325
+244,003
| +206% | +$18.9M | 7.98% | 1 |
|
|
2022
Q3 | $8.95M | Buy |
+118,322
| New | +$8.95M | 2.91% | 15 |
|
|
2022
Q1 | – | Sell |
-109,346
| Closed | -$10.1M | – | 62 |
|
|
2021
Q4 | $10.1M | Buy |
109,346
+1,042
| +1% | +$96.7K | 3.05% | 15 |
|
|
2021
Q3 | $10.2M | Buy |
108,304
+8,339
| +8% | +$787K | 3.36% | 14 |
|
|
2021
Q2 | $9.5M | Buy |
99,965
+3,141
| +3% | +$299K | 3.41% | 14 |
|
|
2021
Q1 | $9.01M | Buy |
96,824
+81,590
| +536% | +$7.59M | 3.76% | 13 |
|
|
2020
Q4 | $1.48M | Buy |
+15,234
| New | +$1.48M | 0.79% | 25 |
|