SFA
Sequoia Financial 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 | $73.3M | Buy |
884,368
+130,458
| +17% | +$10.8M | 0.5% | 45 |
|
|
2025
Q1 | $61.6M | Buy |
753,910
+153,431
| +26% | +$12.5M | 0.48% | 48 |
|
|
2024
Q4 | $48.2M | Buy |
600,479
+52,246
| +10% | +$4.19M | 0.46% | 45 |
|
|
2024
Q3 | $45.9M | Buy |
548,233
+67,067
| +14% | +$5.62M | 0.49% | 47 |
|
|
2024
Q2 | $38.5M | Sell |
481,166
-182,996
| -28% | -$14.6M | 0.46% | 50 |
|
|
2024
Q1 | $53.5M | Buy |
664,162
+302,627
| +84% | +$24.4M | 0.66% | 28 |
|
|
2023
Q4 | $29.4M | Buy |
361,535
+36,258
| +11% | +$2.95M | 0.36% | 61 |
|
|
2023
Q3 | $24.7M | Buy |
325,277
+23,861
| +8% | +$1.81M | 0.43% | 50 |
|
|
2023
Q2 | $23.8M | Buy |
301,416
+17,545
| +6% | +$1.39M | 0.41% | 51 |
|
|
2023
Q1 | $22.8M | Buy |
283,871
+21,436
| +8% | +$1.72M | 0.51% | 37 |
|
|
2022
Q4 | $20.3M | Buy |
262,435
+22,575
| +9% | +$1.75M | 0.5% | 35 |
|
|
2022
Q3 | $18.2M | Sell |
239,860
-24,615
| -9% | -$1.86M | 0.57% | 31 |
|
|
2022
Q2 | $21.2M | Buy |
264,475
+8,709
| +3% | +$697K | 0.6% | 30 |
|
|
2022
Q1 | $22M | Buy |
255,766
+34,220
| +15% | +$2.94M | 0.55% | 32 |
|
|
2021
Q4 | $20.6M | Buy |
221,546
+210,088
| +1,834% | +$19.5M | 0.56% | 29 |
|
|
2021
Q3 | $1.08M | Sell |
11,458
-92,790
| -89% | -$8.76M | 0.11% | 100 |
|
|
2021
Q2 | $9.91M | Buy |
104,248
+20,107
| +24% | +$1.91M | 0.36% | 49 |
|
|
2021
Q1 | $7.83M | Buy |
84,141
+26,246
| +45% | +$2.44M | 0.33% | 47 |
|
|
2020
Q4 | $5.62M | Buy |
57,895
+23,343
| +68% | +$2.27M | 0.26% | 58 |
|
|
2020
Q3 | $3.31M | Buy |
+34,552
| New | +$3.31M | 0.17% | 77 |
|
|
2020
Q2 | – | Sell |
-3,035
| Closed | -$264K | – | 402 |
|
|
2020
Q1 | $264K | Buy |
+3,035
| New | +$264K | 0.02% | 286 |
|
|
2019
Q2 | – | Sell |
-2,718
| Closed | -$236K | – | 388 |
|
|
2019
Q1 | $236K | Buy |
+2,718
| New | +$236K | 0.02% | 320 |
|