Valeo Financial Advisors’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 | $520K | Sell |
6,269
-1,475
| -19% | -$122K | 0.01% | 440 |
|
|
2025
Q1 | $633K | Sell |
7,744
-5,142
| -40% | -$420K | 0.02% | 348 |
|
|
2024
Q4 | $1.03M | Sell |
12,886
-1,152
| -8% | -$92.5K | 0.03% | 255 |
|
|
2024
Q3 | $1.18M | Sell |
14,038
-249
| -2% | -$20.9K | 0.03% | 231 |
|
|
2024
Q2 | $1.14M | Sell |
14,287
-3,989
| -22% | -$319K | 0.04% | 219 |
|
|
2024
Q1 | $1.43M | Buy |
18,276
+4,008
| +28% | +$314K | 0.05% | 186 |
|
|
2023
Q4 | $1.16M | Buy |
14,268
+7,101
| +99% | +$577K | 0.05% | 203 |
|
|
2023
Q3 | $545K | Sell |
7,167
-1,076
| -13% | -$81.7K | 0.02% | 315 |
|
|
2023
Q2 | $651K | Buy |
8,243
+2,249
| +38% | +$178K | 0.03% | 269 |
|
|
2023
Q1 | $481K | Buy |
5,994
+93
| +2% | +$7.46K | 0.02% | 350 |
|
|
2022
Q4 | $457K | Buy |
5,901
+69
| +1% | +$5.35K | 0.03% | 298 |
|
|
2022
Q3 | $441K | Sell |
5,832
-73
| -1% | -$5.52K | 0.03% | 277 |
|
|
2022
Q2 | $473K | Sell |
5,905
-447
| -7% | -$35.8K | 0.03% | 259 |
|
|
2022
Q1 | $547K | Sell |
6,352
-569
| -8% | -$49K | 0.03% | 293 |
|
|
2021
Q4 | $642K | Buy |
6,921
+570
| +9% | +$52.9K | 0.03% | 253 |
|
|
2021
Q3 | $600K | Sell |
6,351
-305
| -5% | -$28.8K | 0.03% | 251 |
|
|
2021
Q2 | $633K | Buy |
6,656
+40
| +0.6% | +$3.8K | 0.04% | 216 |
|
|
2021
Q1 | $615K | Buy |
6,616
+4,174
| +171% | +$388K | 0.03% | 233 |
|
|
2020
Q4 | $237K | Buy |
2,442
+8
| +0.3% | +$776 | 0.01% | 376 |
|
|
2020
Q3 | $233K | Buy |
2,434
+1,091
| +81% | +$104K | 0.02% | 283 |
|
|
2020
Q2 | $128K | Buy |
1,343
+20
| +2% | +$1.91K | 0.01% | 415 |
|
|
2020
Q1 | $120K | Buy |
1,323
+157
| +13% | +$14.2K | 0.01% | 377 |
|
|
2019
Q4 | $106K | Buy |
1,166
+363
| +45% | +$33K | 0.01% | 450 |
|
|
2019
Q3 | $73K | Hold |
803
| – | – | 0.01% | 503 |
|
|
2019
Q2 | $72K | Sell |
803
-314
| -28% | -$28.2K | 0.01% | 504 |
|
|
2019
Q1 | $97K | Buy |
+1,117
| New | +$97K | 0.01% | 416 |
|
|
2018
Q4 | – | Sell |
-2
| Closed | – | – | 1723 |
|
|
2018
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1864 |
|