Summit Wealth Partners’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 | $1.6M | Sell |
19,276
-3,183
| -14% | -$264K | 0.3% | 60 |
|
|
2025
Q1 | $1.84M | Buy |
22,459
+1,809
| +9% | +$148K | 0.37% | 52 |
|
|
2024
Q4 | $1.66M | Buy |
20,650
+1,091
| +6% | +$87.6K | 0.34% | 60 |
|
|
2024
Q3 | $1.64M | Buy |
19,559
+1,270
| +7% | +$106K | 0.32% | 63 |
|
|
2024
Q2 | $1.46M | Buy |
18,289
+3,997
| +28% | +$319K | 0.3% | 67 |
|
|
2024
Q1 | $1.15M | Buy |
14,292
+1,176
| +9% | +$94.7K | 0.25% | 69 |
|
|
2023
Q4 | $1.07M | Buy |
13,116
+6,146
| +88% | +$500K | 0.25% | 65 |
|
|
2023
Q3 | $530K | Buy |
6,970
+1,135
| +19% | +$86.2K | 0.14% | 104 |
|
|
2023
Q2 | $461K | Sell |
5,835
-18
| -0.3% | -$1.42K | 0.12% | 112 |
|
|
2023
Q1 | $470K | Sell |
5,853
-2,705
| -32% | -$217K | 0.12% | 108 |
|
|
2022
Q4 | $663K | Buy |
+8,558
| New | +$663K | 0.18% | 84 |
|