Sovereign Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
7,763
+75
| +1% | +$6.22K | 0.13% | 139 |
|
|
2025
Q1 | $629K | Sell |
7,688
-76
| -1% | -$6.21K | 0.14% | 134 |
|
|
2024
Q4 | $623K | Buy |
7,764
+3,565
| +85% | +$286K | 0.14% | 132 |
|
|
2024
Q3 | $352K | Sell |
4,199
-202
| -5% | -$16.9K | 0.08% | 205 |
|
|
2024
Q2 | $352K | Buy |
4,401
+1
| +0% | +$80 | 0.09% | 195 |
|
|
2024
Q1 | $354K | Buy |
4,400
+102
| +2% | +$8.21K | 0.09% | 191 |
|
|
2023
Q4 | $349K | Buy |
+4,298
| New | +$349K | 0.11% | 172 |
|
|
2022
Q2 | – | Sell |
-3,218
| Closed | -$277K | – | 228 |
|
|
2022
Q1 | $277K | Sell |
3,218
-1,232
| -28% | -$106K | 0.1% | 180 |
|
|
2021
Q4 | $413K | Sell |
4,450
-561
| -11% | -$52.1K | 0.17% | 124 |
|
|
2021
Q3 | $473K | Sell |
5,011
-1,473
| -23% | -$139K | 0.27% | 87 |
|
|
2021
Q2 | $603K | Hold |
6,484
| – | – | 0.37% | 65 |
|
|
2021
Q1 | $603K | Buy |
6,484
+1,328
| +26% | +$124K | 0.38% | 63 |
|
|
2020
Q4 | $501K | Buy |
+5,156
| New | +$501K | 0.36% | 63 |
|