Summit Financial’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 | $22.5M | Buy |
271,631
+137,049
| +102% | +$11.4M | 0.51% | 39 |
|
2025
Q1 | $11M | Buy |
134,582
+6,751
| +5% | +$552K | 0.31% | 61 |
|
2024
Q4 | $10.3M | Buy |
127,831
+12,854
| +11% | +$1.03M | 0.36% | 49 |
|
2024
Q3 | $9.63M | Buy |
114,977
+46,642
| +68% | +$3.91M | 0.38% | 48 |
|
2024
Q2 | $5.46M | Buy |
68,335
+18,810
| +38% | +$1.5M | 0.25% | 65 |
|
2024
Q1 | $3.99M | Buy |
49,525
+23,120
| +88% | +$1.86M | 0.24% | 56 |
|
2023
Q4 | $2.15M | Buy |
26,405
+6,928
| +36% | +$563K | 0.14% | 99 |
|
2023
Q3 | $1.48M | Buy |
19,477
+118
| +0.6% | +$8.97K | 0.11% | 121 |
|
2023
Q2 | $1.53M | Sell |
19,359
-249
| -1% | -$19.7K | 0.11% | 109 |
|
2023
Q1 | $1.57M | Sell |
19,608
-1,417
| -7% | -$114K | 0.14% | 79 |
|
2022
Q4 | $1.63M | Buy |
21,025
+88
| +0.4% | +$6.82K | 0.15% | 76 |
|
2022
Q3 | $1.58M | Buy |
20,937
+9
| +0% | +$681 | 0.15% | 72 |
|
2022
Q2 | $1.67M | Buy |
20,928
+591
| +3% | +$47.3K | 0.16% | 65 |
|
2022
Q1 | $1.75M | Sell |
20,337
-1,332
| -6% | -$115K | 0.14% | 74 |
|
2021
Q4 | $2.01M | Sell |
21,669
-1,757
| -8% | -$163K | 0.15% | 61 |
|
2021
Q3 | $2.21M | Buy |
23,426
+1,420
| +6% | +$134K | 0.19% | 42 |
|
2021
Q2 | $2.09M | Buy |
22,006
+2,954
| +16% | +$281K | 0.21% | 35 |
|
2021
Q1 | $1.77M | Sell |
19,052
-679
| -3% | -$63.2K | 0.23% | 21 |
|
2020
Q4 | $1.92M | Sell |
19,731
-40
| -0.2% | -$3.89K | 0.27% | 20 |
|
2020
Q3 | $1.89M | Buy |
19,771
+345
| +2% | +$33.1K | 0.31% | 12 |
|
2020
Q2 | $1.85M | Sell |
19,426
-247
| -1% | -$23.5K | 0.33% | 13 |
|
2020
Q1 | $1.71M | Buy |
19,673
+867
| +5% | +$75.5K | 0.38% | 13 |
|
2019
Q4 | $1.72M | Sell |
18,806
-24,572
| -57% | -$2.24M | 0.29% | 12 |
|
2019
Q3 | $2.57M | Buy |
43,378
+21,177
| +95% | +$1.26M | 0.44% | 13 |
|
2019
Q2 | $1.99M | Buy |
22,201
+789
| +4% | +$70.9K | 0.34% | 13 |
|
2019
Q1 | $1.86M | Buy |
21,412
+4,081
| +24% | +$355K | 0.32% | 14 |
|
2018
Q4 | $1.44M | Buy |
+17,331
| New | +$1.44M | 0.28% | 17 |
|