WFA
Websterrogers 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 | $6.04M | Sell |
72,783
-128
| -0.2% | -$10.6K | 1.92% | 21 |
|
|
2025
Q1 | $5.96M | Buy |
72,911
+29,401
| +68% | +$2.4M | 2.04% | 21 |
|
|
2024
Q4 | $3.49M | Buy |
43,510
+815
| +2% | +$65.4K | 1.21% | 24 |
|
|
2024
Q3 | $3.58M | Sell |
42,695
-2,684
| -6% | -$225K | 1.25% | 24 |
|
|
2024
Q2 | $3.63M | Buy |
45,379
+2,240
| +5% | +$179K | 1.29% | 23 |
|
|
2024
Q1 | $3.47M | Buy |
+43,139
| New | +$3.47M | 1.24% | 24 |
|
|
2022
Q1 | – | Sell |
-48,606
| Closed | -$4.51M | – | 83 |
|
|
2021
Q4 | $4.51M | Sell |
48,606
-230
| -0.5% | -$21.3K | 1.02% | 18 |
|
|
2021
Q3 | $4.61M | Buy |
48,836
+7
| +0% | +$661 | 1.07% | 19 |
|
|
2021
Q2 | $4.69M | Buy |
48,829
+1
| +0% | +$96 | 1.12% | 18 |
|
|
2021
Q1 | $4.54M | Buy |
48,828
+1
| +0% | +$93 | 1.23% | 16 |
|
|
2020
Q4 | $4.71M | Buy |
+48,827
| New | +$4.71M | 1.37% | 12 |
|