VWM
VCI Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
15,982
+505
| +3% | +$12.7K | 0.14% | 97 |
|
|
2025
Q1 | $393K | Sell |
15,477
-2,207
| -12% | -$56K | 0.16% | 98 |
|
|
2024
Q4 | $454K | Buy |
17,684
+8,698
| +97% | +$223K | 0.19% | 78 |
|
|
2024
Q3 | $472K | Sell |
8,986
-122
| -1% | -$6.41K | 0.21% | 81 |
|
|
2024
Q2 | $468K | Buy |
9,108
+2,304
| +34% | +$118K | 0.23% | 85 |
|
|
2024
Q1 | $354K | Sell |
6,804
-346
| -5% | -$18K | 0.24% | 90 |
|
|
2023
Q4 | $376K | Buy |
+7,150
| New | +$376K | 0.23% | 87 |
|