RWIA
Roger Wittlin Investment Advisory’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 | $349K | Buy |
4,203
+195
| +5% | +$16.2K | 0.19% | 37 |
|
|
2025
Q1 | $328K | Buy |
4,008
+29
| +0.7% | +$2.37K | 0.19% | 34 |
|
|
2024
Q4 | $319K | Buy |
3,979
+59
| +2% | +$4.74K | 0.18% | 36 |
|
|
2024
Q3 | $328K | Buy |
3,920
+43
| +1% | +$3.6K | 0.19% | 38 |
|
|
2024
Q2 | $310K | Buy |
3,877
+43
| +1% | +$3.44K | 0.2% | 36 |
|
|
2024
Q1 | $309K | Sell |
3,834
-7,422
| -66% | -$598K | 0.22% | 36 |
|
|
2023
Q4 | $915K | Buy |
11,256
+154
| +1% | +$12.5K | 0.68% | 27 |
|
|
2023
Q3 | $844K | Buy |
11,102
+108
| +1% | +$8.21K | 0.72% | 25 |
|
|
2023
Q2 | $869K | Buy |
10,994
+101
| +0.9% | +$7.98K | 0.7% | 26 |
|
|
2023
Q1 | $874K | Buy |
10,893
+5,126
| +89% | +$411K | 0.78% | 25 |
|
|
2022
Q4 | $447K | Buy |
+5,767
| New | +$447K | 0.45% | 36 |
|
|
2022
Q3 | – | Sell |
-5,674
| Closed | -$454K | – | 25 |
|
|
2022
Q2 | $454K | Hold |
5,674
| – | – | 0.45% | 27 |
|
|
2022
Q1 | $488K | Buy |
+5,674
| New | +$488K | 0.45% | 20 |
|