SRB
Shotwell Rutter Baer’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 | $12.1M | Buy |
146,546
+4,353
| +3% | +$359K | 8.21% | 4 |
|
|
2025
Q1 | $11.6M | Buy |
142,193
+1,776
| +1% | +$145K | 10.26% | 3 |
|
|
2024
Q4 | $11.1M | Buy |
140,417
+5,514
| +4% | +$438K | 9.39% | 3 |
|
|
2024
Q3 | $11.2M | Buy |
134,903
+4,487
| +3% | +$372K | 9.18% | 3 |
|
|
2024
Q2 | $10.5M | Buy |
+130,416
| New | +$10.5M | 9.29% | 3 |
|
|
2024
Q1 | – | Sell |
-83,873
| Closed | -$6.81M | – | 30 |
|
|
2023
Q4 | $6.81M | Buy |
+83,873
| New | +$6.81M | 6.49% | 6 |
|