VWM
Venturi 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 | $55.4M | Buy |
668,447
+662,732
| +11,596% | +$55M | 2.74% | 5 |
|
|
2025
Q1 | $467K | Sell |
5,715
-206,739
| -97% | -$16.9M | 0.02% | 336 |
|
|
2024
Q4 | $17.1M | Buy |
212,454
+211,577
| +24,125% | +$17M | 0.84% | 26 |
|
|
2024
Q3 | $73.4K | Sell |
877
-256,640
| -100% | -$21.5M | ﹤0.01% | 649 |
|
|
2024
Q2 | $20.6M | Buy |
257,517
+13,548
| +6% | +$1.08M | 1.22% | 13 |
|
|
2024
Q1 | $19.6M | Buy |
243,969
+4,764
| +2% | +$384K | 1.26% | 13 |
|
|
2023
Q4 | $19.4M | Buy |
239,205
+76,214
| +47% | +$6.19M | 1.37% | 12 |
|
|
2023
Q3 | $12.4M | Buy |
162,991
+71,738
| +79% | +$5.45M | 0.97% | 18 |
|
|
2023
Q2 | $7.21M | Buy |
91,253
+26,978
| +42% | +$2.13M | 0.58% | 40 |
|
|
2023
Q1 | $5.16M | Sell |
64,275
-287,408
| -82% | -$23.1M | 0.42% | 50 |
|
|
2022
Q4 | $27.3M | Buy |
+351,683
| New | +$27.3M | 2.4% | 7 |
|
|
2020
Q1 | – | Sell |
-2,281
| Closed | -$208K | – | 263 |
|
|
2019
Q4 | $208K | Sell |
2,281
-188
| -8% | -$17.1K | 0.03% | 226 |
|
|
2019
Q3 | $225K | Buy |
+2,469
| New | +$225K | 0.03% | 214 |
|
|
2019
Q2 | – | Sell |
-4,787
| Closed | -$413K | – | 263 |
|
|
2019
Q1 | $413K | Buy |
+4,787
| New | +$413K | 0.05% | 166 |
|