SW
Simplicity Wealth’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 | $617K | Buy |
7,446
+4,078
| +121% | +$338K | 0.03% | 411 |
|
2025
Q1 | $275K | Buy |
+3,368
| New | +$275K | 0.02% | 440 |
|
2024
Q4 | – | Sell |
-3,361
| Closed | -$282K | – | 507 |
|
2024
Q3 | $282K | Sell |
3,361
-183
| -5% | -$15.3K | 0.03% | 398 |
|
2024
Q2 | $283K | Sell |
3,544
-28
| -0.8% | -$2.24K | 0.01% | 971 |
|
2024
Q1 | $288K | Buy |
3,572
+219
| +7% | +$17.6K | 0.01% | 933 |
|
2023
Q4 | $273K | Buy |
+3,353
| New | +$273K | 0.11% | 148 |
|
2023
Q3 | – | Sell |
-3,355
| Closed | -$265K | – | 103 |
|
2023
Q2 | $265K | Buy |
+3,355
| New | +$265K | 0.16% | 68 |
|
2022
Q4 | – | Sell |
-4,831
| Closed | -$366K | – | 88 |
|
2022
Q3 | $366K | Buy |
4,831
+17
| +0.4% | +$1.29K | 0.49% | 50 |
|
2022
Q2 | $385K | Sell |
4,814
-7,734
| -62% | -$619K | 0.56% | 43 |
|
2022
Q1 | $1.08M | Sell |
12,548
-12,993
| -51% | -$1.12M | 1.05% | 29 |
|
2021
Q4 | $2.37M | Buy |
+25,541
| New | +$2.37M | 1.28% | 27 |
|