SW
SVB Wealth’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 | – | Sell |
-1,262
| Closed | -$103K | – | 1577 |
|
|
2025
Q1 | $103K | Buy |
+1,262
| New | +$103K | ﹤0.01% | 400 |
|
|
2023
Q2 | – | Sell |
-20,947
| Closed | -$1.68M | – | 1009 |
|
|
2023
Q1 | $1.68M | Hold |
20,947
| – | – | 0.02% | 297 |
|
|
2022
Q4 | $1.62M | Sell |
20,947
-3,311
| -14% | -$257K | 0.02% | 306 |
|
|
2022
Q3 | $1.84M | Sell |
24,258
-4,468
| -16% | -$338K | 0.03% | 265 |
|
|
2022
Q2 | $2.3M | Buy |
28,726
+206
| +0.7% | +$16.5K | 0.04% | 206 |
|
|
2022
Q1 | $2.45M | Buy |
28,520
+25,145
| +745% | +$2.16M | 0.03% | 206 |
|
|
2021
Q4 | $313K | Buy |
+3,375
| New | +$313K | 0.01% | 563 |
|
|
2021
Q3 | – | Sell |
-2,566
| Closed | -$244K | – | 1049 |
|
|
2021
Q2 | $244K | Sell |
2,566
-1,568
| -38% | -$149K | ﹤0.01% | 834 |
|
|
2021
Q1 | $385K | Buy |
+4,134
| New | +$385K | 0.01% | 596 |
|
|
2020
Q4 | – | Sell |
-2,291
| Closed | -$219K | – | 884 |
|
|
2020
Q3 | $219K | Buy |
+2,291
| New | +$219K | ﹤0.01% | 615 |
|
|
2020
Q2 | – | Sell |
-3,459
| Closed | -$301K | – | 678 |
|
|
2020
Q1 | $301K | Sell |
3,459
-687
| -17% | -$59.8K | 0.01% | 391 |
|
|
2019
Q4 | $379K | Buy |
+4,146
| New | +$379K | 0.01% | 463 |
|