SWM
Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-94,935
| Closed | -$7.64M | – | 52 |
|
|
2024
Q1 | $7.64M | Sell |
94,935
-4,878
| -5% | -$393K | 3.39% | 10 |
|
|
2023
Q4 | $8.11M | Buy |
99,813
+2,558
| +3% | +$208K | 4.01% | 8 |
|
|
2023
Q3 | $7.39M | Buy |
97,255
+247
| +0.3% | +$18.8K | 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% | +$82.9K | 4.74% | 5 |
|
|
2022
Q4 | $7.58M | Sell |
97,790
-66,826
| -41% | -$5.18M | 4.89% | 5 |
|
|
2022
Q3 | $12.5M | Buy |
164,616
+41,472
| +34% | +$3.14M | 8.73% | 2 |
|
|
2022
Q2 | $9.85M | Buy |
123,144
+77,137
| +168% | +$6.17M | 7.02% | 2 |
|
|
2022
Q1 | $3.96M | Buy |
46,007
+282
| +0.6% | +$24.3K | 2.77% | 12 |
|
|
2021
Q4 | $4.24M | Buy |
45,725
+127
| +0.3% | +$11.8K | 2.9% | 9 |
|
|
2021
Q3 | $4.31M | Buy |
+45,598
| New | +$4.31M | 1.55% | 18 |
|
|
2021
Q2 | – | Sell |
-45,757
| Closed | -$4.26M | – | 74 |
|
|
2021
Q1 | $4.26M | Buy |
45,757
+10
| +0% | +$930 | 2.34% | 14 |
|
|
2020
Q4 | $4.44M | Buy |
+45,747
| New | +$4.44M | 2.84% | 13 |
|