SWA
Sax 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 | $260K | Sell |
3,131
-69
| -2% | -$5.72K | 0.02% | 369 |
|
|
2025
Q1 | $262K | Buy |
3,200
+69
| +2% | +$5.64K | 0.02% | 315 |
|
|
2024
Q4 | $251K | Sell |
3,131
-1,630
| -34% | -$131K | 0.02% | 291 |
|
|
2024
Q3 | $399K | Sell |
4,761
-325
| -6% | -$27.2K | 0.04% | 183 |
|
|
2024
Q2 | $407K | Sell |
5,086
-792
| -13% | -$63.3K | 0.04% | 169 |
|
|
2024
Q1 | $473K | Sell |
5,878
-1,954
| -25% | -$157K | 0.06% | 120 |
|
|
2023
Q4 | $637K | Sell |
7,832
-896
| -10% | -$72.8K | 0.1% | 103 |
|
|
2023
Q3 | $663K | Buy |
8,728
+16
| +0.2% | +$1.22K | 0.13% | 91 |
|
|
2023
Q2 | $688K | Sell |
8,712
-17
| -0.2% | -$1.34K | 0.14% | 85 |
|
|
2023
Q1 | $700K | Buy |
8,729
+1,572
| +22% | +$126K | 0.15% | 81 |
|
|
2022
Q4 | $555K | Buy |
7,157
+440
| +7% | +$34.1K | 0.13% | 92 |
|
|
2022
Q3 | $508K | Sell |
6,717
-1,274
| -16% | -$96.4K | 0.13% | 95 |
|
|
2022
Q2 | $639K | Sell |
7,991
-7,180
| -47% | -$574K | 0.16% | 83 |
|
|
2022
Q1 | $1.31M | Sell |
15,171
-520
| -3% | -$44.7K | 0.32% | 47 |
|
|
2021
Q4 | $1.46M | Sell |
15,691
-1,176
| -7% | -$109K | 0.3% | 54 |
|
|
2021
Q3 | $1.59M | Buy |
16,867
+1,793
| +12% | +$169K | 0.38% | 49 |
|
|
2021
Q2 | $1.43M | Sell |
15,074
-214
| -1% | -$20.3K | 0.49% | 46 |
|
|
2021
Q1 | $1.42M | Sell |
15,288
-2,533
| -14% | -$236K | 0.52% | 46 |
|
|
2020
Q4 | $1.73M | Buy |
+17,821
| New | +$1.73M | 0.8% | 37 |
|