WCFA
Walkner Condon Financial Advisors’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 | $489K | Buy |
5,899
+9
| +0.2% | +$746 | 0.09% | 161 |
|
|
2025
Q1 | $482K | Sell |
5,890
-38
| -0.6% | -$3.11K | 0.1% | 158 |
|
|
2024
Q4 | $476K | Sell |
5,928
-993
| -14% | -$79.7K | 0.1% | 165 |
|
|
2024
Q3 | $580K | Sell |
6,921
-694
| -9% | -$58.1K | 0.12% | 136 |
|
|
2024
Q2 | $609K | Sell |
7,615
-119
| -2% | -$9.51K | 0.13% | 125 |
|
|
2024
Q1 | $623K | Buy |
7,734
+1,812
| +31% | +$146K | 0.13% | 132 |
|
|
2023
Q4 | $481K | Sell |
5,922
-90
| -1% | -$7.32K | 0.11% | 152 |
|
|
2023
Q3 | $457K | Sell |
6,012
-17
| -0.3% | -$1.29K | 0.12% | 143 |
|
|
2023
Q2 | $476K | Hold |
6,029
| – | – | 0.13% | 140 |
|
|
2023
Q1 | $484K | Sell |
6,029
-103
| -2% | -$8.26K | 0.14% | 136 |
|
|
2022
Q4 | $475K | Sell |
6,132
-1,252
| -17% | -$97K | 0.14% | 129 |
|
|
2022
Q3 | $559K | Sell |
7,384
-352
| -5% | -$26.6K | 0.18% | 106 |
|
|
2022
Q2 | $619K | Sell |
7,736
-317
| -4% | -$25.4K | 0.19% | 105 |
|
|
2022
Q1 | $693K | Sell |
8,053
-1,017
| -11% | -$87.5K | 0.2% | 99 |
|
|
2021
Q4 | $841K | Sell |
9,070
-1,224
| -12% | -$113K | 0.55% | 50 |
|
|
2021
Q3 | $972K | Sell |
10,294
-2
| -0% | -$189 | 0.48% | 46 |
|
|
2021
Q2 | $980K | Buy |
10,296
+6
| +0.1% | +$571 | 0.36% | 59 |
|
|
2021
Q1 | $957K | Buy |
10,290
+749
| +8% | +$69.7K | 0.37% | 62 |
|
|
2020
Q4 | $927K | Buy |
9,541
+2,711
| +40% | +$263K | 0.4% | 53 |
|
|
2020
Q3 | $654K | Buy |
+6,830
| New | +$654K | 0.35% | 56 |
|