RWM
RKL 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 | $21.8M | Buy |
263,288
+28,231
| +12% | +$2.34M | 1.92% | 13 |
|
|
2025
Q1 | $19.2M | Buy |
235,057
+739
| +0.3% | +$60.4K | 1.81% | 13 |
|
|
2024
Q4 | $18.8M | Buy |
234,318
+13,864
| +6% | +$1.11M | 1.67% | 12 |
|
|
2024
Q3 | $18.5M | Buy |
220,454
+390
| +0.2% | +$32.7K | 1.67% | 12 |
|
|
2024
Q2 | $17.6M | Buy |
220,064
+1,328
| +0.6% | +$106K | 1.7% | 13 |
|
|
2024
Q1 | $17.6M | Sell |
218,736
-16,537
| -7% | -$1.33M | 1.74% | 12 |
|
|
2023
Q4 | $19.1M | Sell |
235,273
-9,597
| -4% | -$780K | 2.07% | 11 |
|
|
2023
Q3 | $18.6M | Buy |
244,870
+1,635
| +0.7% | +$124K | 2.28% | 10 |
|
|
2023
Q2 | $19.2M | Buy |
243,235
+329
| +0.1% | +$26K | 2.27% | 11 |
|
|
2023
Q1 | $19.5M | Buy |
242,906
+1,899
| +0.8% | +$152K | 2.46% | 9 |
|
|
2022
Q4 | $18.7M | Buy |
241,007
+5,391
| +2% | +$418K | 2.5% | 9 |
|
|
2022
Q3 | $17.8M | Buy |
235,616
+2,218
| +1% | +$168K | 2.57% | 10 |
|
|
2022
Q2 | $18.7M | Sell |
233,398
-1,211
| -0.5% | -$96.9K | 2.56% | 10 |
|
|
2022
Q1 | $20.2M | Buy |
234,609
+2,589
| +1% | +$223K | 2.42% | 10 |
|
|
2021
Q4 | $21.5M | Buy |
232,020
+4,675
| +2% | +$434K | 2.56% | 10 |
|
|
2021
Q3 | $21.5M | Buy |
227,345
+5,911
| +3% | +$558K | 2.73% | 9 |
|
|
2021
Q2 | $21.1M | Buy |
221,434
+18,493
| +9% | +$1.76M | 2.65% | 10 |
|
|
2021
Q1 | $18.9M | Buy |
202,941
+16,147
| +9% | +$1.5M | 2.53% | 10 |
|
|
2020
Q4 | $18.1M | Buy |
186,794
+7,807
| +4% | +$758K | 2.53% | 10 |
|
|
2020
Q3 | $17.1M | Buy |
178,987
+10,323
| +6% | +$989K | 2.73% | 9 |
|
|
2020
Q2 | $16M | Buy |
168,664
+3,326
| +2% | +$316K | 2.75% | 9 |
|
|
2020
Q1 | $14.4M | Buy |
165,338
+4,371
| +3% | +$381K | 3.01% | 9 |
|
|
2019
Q4 | $14.7M | Buy |
160,967
+8,032
| +5% | +$734K | 2.64% | 8 |
|
|
2019
Q3 | $13.9M | Sell |
152,935
-15,375
| -9% | -$1.4M | 2.65% | 8 |
|
|
2019
Q2 | $15.1M | Buy |
168,310
+10,915
| +7% | +$982K | 2.79% | 8 |
|
|
2019
Q1 | $13.7M | Buy |
157,395
+15,631
| +11% | +$1.36M | 2.68% | 8 |
|
|
2018
Q4 | $11.7M | Buy |
141,764
+13,569
| +11% | +$1.12M | 2.71% | 7 |
|
|
2018
Q3 | $10.7M | Buy |
128,195
+17,904
| +16% | +$1.5M | 2.28% | 8 |
|
|
2018
Q2 | $9.21M | Buy |
110,291
+8,702
| +9% | +$727K | 2.08% | 10 |
|
|
2018
Q1 | $8.61M | Buy |
101,589
+8,768
| +9% | +$743K | 2.04% | 10 |
|
|
2017
Q4 | $8.11M | Buy |
92,821
+23,300
| +34% | +$2.04M | 2% | 10 |
|
|
2017
Q3 | $6.12M | Buy |
69,521
+16,522
| +31% | +$1.45M | 1.72% | 17 |
|
|
2017
Q2 | $4.64M | Buy |
52,999
+22,089
| +71% | +$1.93M | 1.47% | 26 |
|
|
2017
Q1 | $2.67M | Buy |
30,910
+25,613
| +484% | +$2.21M | 1.07% | 32 |
|
|
2016
Q4 | $454K | Buy |
+5,297
| New | +$454K | 0.22% | 64 |
|