TDWM
Topel & Distasi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
25,741
-1,627
| -6% | -$135K | 1.12% | 27 |
|
|
2025
Q1 | $2.24M | Buy |
27,368
+1,840
| +7% | +$150K | 1.04% | 29 |
|
|
2024
Q4 | $2.05M | Sell |
25,528
-235
| -0.9% | -$18.9K | 0.88% | 32 |
|
|
2024
Q3 | $2.16M | Buy |
25,763
+396
| +2% | +$33.2K | 0.89% | 32 |
|
|
2024
Q2 | $2.03M | Buy |
25,367
+1,105
| +5% | +$88.3K | 0.89% | 32 |
|
|
2024
Q1 | $1.95M | Buy |
24,262
+1,063
| +5% | +$85.6K | 0.86% | 32 |
|
|
2023
Q4 | $1.89M | Sell |
23,199
-1,725
| -7% | -$140K | 0.9% | 30 |
|
|
2023
Q3 | $1.89M | Buy |
24,924
+425
| +2% | +$32.3K | 0.99% | 30 |
|
|
2023
Q2 | $1.94M | Sell |
24,499
-230
| -0.9% | -$18.2K | 0.97% | 31 |
|
|
2023
Q1 | $1.98M | Buy |
24,729
+746
| +3% | +$59.8K | 1.04% | 30 |
|
|
2022
Q4 | $1.86M | Sell |
23,983
-2
| -0% | -$155 | 1.04% | 30 |
|
|
2022
Q3 | $1.84M | Sell |
23,985
-144
| -0.6% | -$11.1K | 1.02% | 31 |
|
|
2022
Q2 | $1.93M | Buy |
24,129
+6,164
| +34% | +$493K | 1.12% | 29 |
|
|
2022
Q1 | $1.55M | Buy |
17,965
+7,778
| +76% | +$669K | 0.65% | 41 |
|
|
2021
Q4 | $945K | Buy |
+10,187
| New | +$945K | 0.39% | 53 |
|