RWA
Rooted Wealth Advisors’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 | $4.11M | Buy |
50,092
+3,164
| +7% | +$260K | 1.42% | 17 |
|
|
2025
Q1 | $3.84M | Buy |
46,928
+4,673
| +11% | +$382K | 1.65% | 16 |
|
|
2024
Q4 | $3.37M | Buy |
42,255
+9,193
| +28% | +$734K | 1.32% | 19 |
|
|
2024
Q3 | $2.73M | Sell |
33,062
-52,127
| -61% | -$4.3M | 1.22% | 18 |
|
|
2024
Q2 | $6.9M | Buy |
85,189
+10,403
| +14% | +$842K | 3.04% | 10 |
|
|
2024
Q1 | $5.95M | Buy |
74,786
+1,857
| +3% | +$148K | 2.93% | 10 |
|
|
2023
Q4 | $5.87M | Buy |
72,929
+6,031
| +9% | +$485K | 3.07% | 10 |
|
|
2023
Q3 | $5.18M | Buy |
66,898
+57,181
| +588% | +$4.43M | 3.19% | 10 |
|
|
2023
Q2 | $760K | Buy |
9,717
+6,939
| +250% | +$543K | 0.51% | 33 |
|
|
2023
Q1 | $223K | Buy |
+2,778
| New | +$223K | 0.17% | 76 |
|