WA
Waverly 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 | $37.8M | Buy |
456,178
+3,227
| +0.7% | +$268K | 0.42% | 53 |
|
|
2025
Q1 | $37M | Buy |
452,951
+6,332
| +1% | +$518K | 0.45% | 46 |
|
|
2024
Q4 | $35.9M | Buy |
446,619
+50,904
| +13% | +$4.09M | 0.55% | 37 |
|
|
2024
Q3 | $33.1M | Buy |
395,715
+27,589
| +7% | +$2.31M | 0.61% | 30 |
|
|
2024
Q2 | $29.4M | Buy |
368,126
+43,140
| +13% | +$3.45M | 0.58% | 31 |
|
|
2024
Q1 | $26.2M | Buy |
324,986
+99,474
| +44% | +$8.01M | 0.62% | 30 |
|
|
2023
Q4 | $18.3M | Buy |
225,512
+87,521
| +63% | +$7.11M | 0.69% | 29 |
|
|
2023
Q3 | $10.5M | Sell |
137,991
-19,172
| -12% | -$1.46M | 0.46% | 39 |
|
|
2023
Q2 | $12.4M | Buy |
157,163
+1,876
| +1% | +$148K | 0.55% | 33 |
|
|
2023
Q1 | $12.5M | Sell |
155,287
-4,891
| -3% | -$392K | 0.65% | 25 |
|
|
2022
Q4 | $12.4M | Sell |
160,178
-3,747
| -2% | -$290K | 0.69% | 26 |
|
|
2022
Q3 | $12.4M | Buy |
163,925
+7,061
| +5% | +$534K | 0.87% | 22 |
|
|
2022
Q2 | $12.6M | Buy |
156,864
+372
| +0.2% | +$29.8K | 1.15% | 14 |
|
|
2022
Q1 | $13.5M | Buy |
156,492
+7,540
| +5% | +$649K | 1.14% | 13 |
|
|
2021
Q4 | $13.3M | Buy |
148,952
+8,086
| +6% | +$720K | 1.15% | 13 |
|
|
2021
Q3 | $13.2M | Sell |
140,866
-9,507
| -6% | -$889K | 1.13% | 14 |
|
|
2021
Q2 | $14.4M | Buy |
150,373
+7,838
| +5% | +$749K | 1.33% | 11 |
|
|
2021
Q1 | $13.4M | Buy |
142,535
+10,718
| +8% | +$1.01M | 1.32% | 11 |
|
|
2020
Q4 | $12.7M | Buy |
131,817
+11,557
| +10% | +$1.11M | 1.33% | 12 |
|
|
2020
Q3 | $11.5M | Buy |
120,260
+1,775
| +1% | +$169K | 1.53% | 11 |
|
|
2020
Q2 | $11.4M | Buy |
118,485
+9,711
| +9% | +$934K | 1.48% | 11 |
|
|
2020
Q1 | $9.47M | Buy |
108,774
+6,317
| +6% | +$550K | 1.6% | 11 |
|
|
2019
Q4 | $9.49M | Buy |
102,457
+7,344
| +8% | +$681K | 1.25% | 17 |
|
|
2019
Q3 | $8.68M | Buy |
95,113
+7,611
| +9% | +$694K | 1.25% | 17 |
|
|
2019
Q2 | $7.86M | Buy |
87,502
+4,744
| +6% | +$426K | 1.17% | 20 |
|
|
2019
Q1 | $7.19M | Buy |
82,758
+3,773
| +5% | +$328K | 1.11% | 23 |
|
|
2018
Q4 | $6.55M | Buy |
78,985
+268
| +0.3% | +$22.2K | 1.14% | 24 |
|
|
2018
Q3 | $6.58M | Buy |
78,717
+9,139
| +13% | +$763K | 0.97% | 15 |
|
|
2018
Q2 | $5.81M | Buy |
69,578
+9,774
| +16% | +$816K | 0.9% | 16 |
|
|
2018
Q1 | $5.07M | Buy |
59,804
+6,496
| +12% | +$551K | 0.82% | 16 |
|
|
2017
Q4 | $4.66M | Buy |
53,308
+9,853
| +23% | +$861K | 0.66% | 18 |
|
|
2017
Q3 | $3.82M | Buy |
43,455
+6,718
| +18% | +$591K | 0.83% | 17 |
|
|
2017
Q2 | $3.22M | Buy |
36,737
+4,705
| +15% | +$412K | 0.81% | 13 |
|
|
2017
Q1 | $2.77M | Buy |
32,032
+2,697
| +9% | +$233K | 0.73% | 18 |
|
|
2016
Q4 | $2.51M | Buy |
29,335
+2,998
| +11% | +$257K | 0.93% | 15 |
|
|
2016
Q3 | $2.36M | Buy |
26,337
+6,103
| +30% | +$547K | 0.98% | 13 |
|
|
2016
Q2 | $1.81M | Buy |
20,234
+4,780
| +31% | +$427K | 0.82% | 13 |
|
|
2016
Q1 | $1.34M | Sell |
15,454
-2,127
| -12% | -$185K | 0.82% | 20 |
|
|
2015
Q4 | $1.48M | Buy |
17,581
+2,510
| +17% | +$211K | 0.64% | 19 |
|
|
2015
Q3 | $1.29M | Buy |
15,071
+10,054
| +200% | +$859K | 0.89% | 14 |
|
|
2015
Q2 | $428K | Buy |
+5,017
| New | +$428K | 0.26% | 32 |
|