TWA
Talisman Wealth Advisors’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
Q1 | – | Sell |
-2,557
| Closed | -$205K | – | 110 |
|
|
2024
Q4 | $205K | Sell |
2,557
-815
| -24% | -$65.4K | 0.22% | 100 |
|
|
2024
Q3 | $283K | Sell |
3,372
-231
| -6% | -$19.4K | 0.3% | 78 |
|
|
2024
Q2 | $288K | Sell |
3,603
-152
| -4% | -$12.1K | 0.33% | 71 |
|
|
2024
Q1 | $302K | Sell |
3,755
-256
| -6% | -$20.6K | 0.38% | 68 |
|
|
2023
Q4 | $326K | Sell |
4,011
-125
| -3% | -$10.2K | 0.48% | 61 |
|
|
2023
Q3 | $314K | Buy |
4,136
+22
| +0.5% | +$1.67K | 0.54% | 59 |
|
|
2023
Q2 | $325K | Sell |
4,114
-69
| -2% | -$5.45K | 0.55% | 61 |
|
|
2023
Q1 | $336K | Sell |
4,183
-165
| -4% | -$13.3K | 0.61% | 57 |
|
|
2022
Q4 | $337K | Buy |
+4,348
| New | +$337K | 0.72% | 48 |
|