SSWM
Sheets Smith 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 | $2.88M | Sell |
34,751
-8,173
| -19% | -$678K | 0.34% | 70 |
|
|
2025
Q1 | $3.51M | Sell |
42,924
-489
| -1% | -$40K | 0.44% | 59 |
|
|
2024
Q4 | $3.48M | Sell |
43,413
-7,920
| -15% | -$636K | 0.43% | 59 |
|
|
2024
Q3 | $4.3M | Sell |
51,333
-5,412
| -10% | -$453K | 0.53% | 49 |
|
|
2024
Q2 | $4.54M | Sell |
56,745
-14
| -0% | -$1.12K | 0.54% | 47 |
|
|
2024
Q1 | $4.57M | Buy |
56,759
+4,520
| +9% | +$364K | 0.51% | 48 |
|
|
2023
Q4 | $4.25M | Sell |
52,239
-427
| -0.8% | -$34.7K | 0.6% | 44 |
|
|
2023
Q3 | $4M | Buy |
52,666
+22,095
| +72% | +$1.68M | 0.61% | 42 |
|
|
2023
Q2 | $2.42M | Buy |
30,571
+12,047
| +65% | +$952K | 0.35% | 71 |
|
|
2023
Q1 | $1.49M | Buy |
18,524
+1,082
| +6% | +$86.8K | 0.23% | 103 |
|
|
2022
Q4 | $1.35M | Buy |
17,442
+1,476
| +9% | +$114K | 0.21% | 103 |
|
|
2022
Q3 | $1.21M | Buy |
15,966
+795
| +5% | +$60.2K | 0.2% | 110 |
|
|
2022
Q2 | $1.21M | Buy |
15,171
+7,352
| +94% | +$588K | 0.2% | 108 |
|
|
2022
Q1 | $673K | Buy |
7,819
+497
| +7% | +$42.8K | 0.09% | 173 |
|
|
2021
Q4 | $679K | Sell |
7,322
-732
| -9% | -$67.9K | 0.08% | 190 |
|
|
2021
Q3 | $760K | Sell |
8,054
-2,582
| -24% | -$244K | 0.1% | 173 |
|
|
2021
Q2 | $1.01M | Sell |
10,636
-40,892
| -79% | -$3.89M | 0.14% | 149 |
|
|
2021
Q1 | $4.79M | Buy |
51,528
+2,010
| +4% | +$187K | 0.71% | 39 |
|
|
2020
Q4 | $4.81M | Buy |
49,518
+324
| +0.7% | +$31.5K | 0.73% | 37 |
|
|
2020
Q3 | $4.71M | Buy |
49,194
+2,029
| +4% | +$194K | 0.82% | 32 |
|
|
2020
Q2 | $4.49M | Buy |
+47,165
| New | +$4.49M | 0.9% | 32 |
|