SWM
SeaCrest 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 | $315K | Sell |
3,796
-452
| -11% | -$37.5K | 0.03% | 447 |
|
|
2025
Q1 | $347K | Buy |
4,248
+422
| +11% | +$34.5K | 0.04% | 434 |
|
|
2024
Q4 | $307K | Buy |
3,826
+451
| +13% | +$36.2K | 0.03% | 484 |
|
|
2024
Q3 | $283K | Sell |
3,375
-100
| -3% | -$8.38K | 0.03% | 509 |
|
|
2024
Q2 | $278K | Buy |
+3,475
| New | +$278K | 0.03% | 487 |
|
|
2023
Q4 | – | Sell |
-3,032
| Closed | -$230K | – | 660 |
|
|
2023
Q3 | $230K | Sell |
3,032
-45
| -1% | -$3.42K | 0.03% | 524 |
|
|
2023
Q2 | $243K | Buy |
3,077
+4
| +0.1% | +$316 | 0.03% | 522 |
|
|
2023
Q1 | $246K | Sell |
3,073
-196
| -6% | -$15.7K | 0.03% | 523 |
|
|
2022
Q4 | $253K | Sell |
3,269
-136
| -4% | -$10.5K | 0.04% | 491 |
|
|
2022
Q3 | $258K | Buy |
3,405
+254
| +8% | +$19.2K | 0.04% | 469 |
|
|
2022
Q2 | $252K | Sell |
3,151
-195
| -6% | -$15.6K | 0.03% | 523 |
|
|
2022
Q1 | $288K | Sell |
3,346
-153
| -4% | -$13.2K | 0.03% | 519 |
|
|
2021
Q4 | $325K | Buy |
3,499
+89
| +3% | +$8.27K | 0.04% | 486 |
|
|
2021
Q3 | $322K | Sell |
3,410
-200
| -6% | -$18.9K | 0.04% | 478 |
|
|
2021
Q2 | $343K | Buy |
3,610
+161
| +5% | +$15.3K | 0.04% | 455 |
|
|
2021
Q1 | $321K | Sell |
3,449
-45
| -1% | -$4.19K | 0.04% | 440 |
|
|
2020
Q4 | $339K | Buy |
3,494
+680
| +24% | +$66K | 0.05% | 395 |
|
|
2020
Q3 | $270K | Buy |
2,814
+462
| +20% | +$44.3K | 0.04% | 427 |
|
|
2020
Q2 | $224K | Buy |
+2,352
| New | +$224K | 0.04% | 470 |
|
|
2019
Q3 | – | Sell |
-2,393
| Closed | -$215K | – | 564 |
|
|
2019
Q2 | $215K | Sell |
2,393
-66
| -3% | -$5.93K | 0.04% | 450 |
|
|
2019
Q1 | $214K | Buy |
2,459
+3
| +0.1% | +$261 | 0.04% | 443 |
|
|
2018
Q4 | $203K | Sell |
2,456
-782
| -24% | -$64.6K | 0.04% | 412 |
|
|
2018
Q3 | $270K | Buy |
3,238
+8
| +0.2% | +$667 | 0.05% | 416 |
|
|
2018
Q2 | $270K | Buy |
3,230
+132
| +4% | +$11K | 0.05% | 401 |
|
|
2018
Q1 | $263K | Sell |
3,098
-421
| -12% | -$35.7K | 0.05% | 398 |
|
|
2017
Q4 | $308K | Buy |
+3,519
| New | +$308K | 0.06% | 362 |
|