SWM
Sugarloaf 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
Q4 | $190K | Buy |
2,368
+602
| +34% | +$48.3K | 0.04% | 168 |
|
|
2024
Q3 | $148K | Sell |
1,766
-270
| -13% | -$22.6K | 0.03% | 203 |
|
|
2024
Q2 | $163K | Buy |
2,036
+262
| +15% | +$20.9K | 0.03% | 177 |
|
|
2024
Q1 | $143K | Buy |
1,774
+285
| +19% | +$22.9K | 0.03% | 194 |
|
|
2023
Q4 | $121K | Buy |
1,489
+5
| +0.3% | +$406 | 0.03% | 203 |
|
|
2023
Q3 | $113K | Buy |
1,484
+773
| +109% | +$58.7K | 0.03% | 193 |
|
|
2023
Q2 | $56.2K | Buy |
711
+73
| +11% | +$5.77K | 0.01% | 273 |
|
|
2023
Q1 | $51.2K | Buy |
638
+41
| +7% | +$3.29K | 0.01% | 286 |
|
|
2022
Q4 | $46.3K | Buy |
+597
| New | +$46.3K | 0.01% | 297 |
|