SWM
Seaside 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 | $11.4M | Buy |
136,955
+2,406
| +2% | +$200K | 3.61% | 7 |
|
|
2025
Q1 | $11M | Buy |
134,549
+3,874
| +3% | +$317K | 3.92% | 5 |
|
|
2024
Q4 | $10.5M | Buy |
130,675
+6,144
| +5% | +$493K | 3.84% | 5 |
|
|
2024
Q3 | $10.4M | Buy |
124,531
+4,483
| +4% | +$375K | 3.94% | 5 |
|
|
2024
Q2 | $9.6M | Buy |
120,048
+22,487
| +23% | +$1.8M | 3.98% | 5 |
|
|
2024
Q1 | $7.85M | Buy |
97,561
+3,255
| +3% | +$262K | 3.35% | 8 |
|
|
2023
Q4 | $7.67M | Buy |
94,306
+33,019
| +54% | +$2.68M | 3.51% | 8 |
|
|
2023
Q3 | $4.66M | Buy |
61,287
+4,391
| +8% | +$334K | 2.37% | 11 |
|
|
2023
Q2 | $4.5M | Buy |
56,896
+6,450
| +13% | +$510K | 2.33% | 11 |
|
|
2023
Q1 | $4.04M | Buy |
50,446
+2,089
| +4% | +$167K | 2.45% | 11 |
|
|
2022
Q4 | $3.75M | Buy |
48,357
+796
| +2% | +$61.7K | 2.48% | 10 |
|
|
2022
Q3 | $3.56M | Buy |
47,561
+6,079
| +15% | +$455K | 2.46% | 10 |
|
|
2022
Q2 | $3.42M | Buy |
+41,482
| New | +$3.42M | 2.59% | 9 |
|