Soundmark Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-94,935	Closed	-$7.64M	–	52
2024 Q1	$7.64M	Sell	94,935 -4,878	-5%	-$391K	3.39%	10
2023 Q4	$8.11M	Buy	99,813 +2,558	+3%	+$198K	4.01%	8
2023 Q3	$7.39M	Buy	97,255 +247	+0.3%	+$19.2K	4.11%	8
2023 Q2	$7.67M	Sell	97,008 -1,816	-2%	-$144K	4.28%	5
2023 Q1	$7.93M	Buy	98,824 +1,034	+1%	+$82K	4.74%	5
2022 Q4	$7.58M	Sell	97,790 -66,826	-41%	-$5.14M	4.89%	5
2022 Q3	$12.5M	Buy	164,616 +41,472	+34%	+$3.32M	8.73%	2
2022 Q2	$9.85M	Buy	123,144 +77,137	+168%	+$6.3M	7.02%	2
2022 Q1	$3.96M	Buy	46,007 +282	+0.6%	+$25K	2.77%	12
2021 Q4	$4.24M	Buy	45,725 +127	+0.3%	+$11.9K	2.9%	9
2021 Q3	$4.3M	Buy	+45,598	New	+$4.35M	1.55%	18
2021 Q2	–	Sell	-45,757	Closed	-$4.26M	–	73
2021 Q1	$4.26M	Buy	45,757 +10	+0%	+$950	2.34%	14
2020 Q4	$4.44M	Buy	+45,747	New	+$4.41M	2.84%	13