Trek 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 | $11.2M | Buy |
135,501
+54,912
| +68% | +$4.55M | 0.75% | 34 |
|
|
2025
Q1 | $6.59M | Sell |
80,589
-9,330
| -10% | -$763K | 0.48% | 58 |
|
|
2024
Q4 | $7.22M | Sell |
89,919
-8,060
| -8% | -$647K | 0.54% | 48 |
|
|
2024
Q3 | $8.21M | Sell |
97,979
-49,059
| -33% | -$4.11M | 0.61% | 46 |
|
|
2024
Q2 | $11.8M | Buy |
147,038
+6,763
| +5% | +$541K | 0.93% | 25 |
|
|
2024
Q1 | $11.3M | Sell |
140,275
-21,794
| -13% | -$1.75M | 0.89% | 23 |
|
|
2023
Q4 | $13.2M | Buy |
162,069
+68,468
| +73% | +$5.57M | 1.14% | 22 |
|
|
2023
Q3 | $7.11M | Buy |
93,601
+19,312
| +26% | +$1.47M | 0.65% | 42 |
|
|
2023
Q2 | $5.87M | Buy |
74,289
+17,909
| +32% | +$1.42M | 0.52% | 52 |
|
|
2023
Q1 | $4.52M | Sell |
56,380
-155,047
| -73% | -$12.4M | 0.42% | 53 |
|
|
2022
Q4 | $16.4M | Buy |
+211,427
| New | +$16.4M | 1.64% | 13 |
|
|
2019
Q2 | – | Sell |
-2,421
| Closed | -$210K | – | 142 |
|
|
2019
Q1 | $210K | Sell |
2,421
-866
| -26% | -$75.1K | 0.04% | 106 |
|
|
2018
Q4 | $272K | Buy |
+3,287
| New | +$272K | 0.05% | 81 |
|