SWIG
Strategic Wealth Investment Group’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 | $1.55M | Buy |
18,649
+1,506
| +9% | +$125K | 2.24% | 14 |
|
|
2025
Q1 | $1.4M | Sell |
17,143
-381,861
| -96% | -$31.2M | 2.44% | 14 |
|
|
2024
Q4 | $32M | Sell |
399,004
-22,396
| -5% | -$1.8M | 3.54% | 7 |
|
|
2024
Q3 | $35.3M | Buy |
421,400
+143,720
| +52% | +$12M | 3.78% | 7 |
|
|
2024
Q2 | $22M | Buy |
+277,680
| New | +$22M | 2.78% | 7 |
|
|
2023
Q4 | $451K | Buy |
+5,553
| New | +$451K | 0.07% | 88 |
|