SWM
Sagace 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 | $10.4M | Buy |
125,575
+479
| +0.4% | +$39.7K | 7.78% | 1 |
|
|
2025
Q1 | $10.2M | Sell |
125,096
-851
| -0.7% | -$69.6K | 7.72% | 1 |
|
|
2024
Q4 | $10.1M | Sell |
125,947
-24,350
| -16% | -$1.95M | 7.56% | 1 |
|
|
2024
Q3 | $12.4M | Buy |
150,297
+14,629
| +11% | +$1.21M | 9.56% | 1 |
|
|
2024
Q2 | $11M | Buy |
+135,668
| New | +$11M | 10.72% | 1 |
|