WFA
Wells 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 | $302K | Sell |
3,640
-616
| -14% | -$51.1K | 0.41% | 32 |
|
|
2025
Q1 | $348K | Buy |
4,256
+635
| +18% | +$51.9K | 0.48% | 30 |
|
|
2024
Q4 | $291K | Buy |
3,621
+633
| +21% | +$50.8K | 0.4% | 35 |
|
|
2024
Q3 | $250K | Sell |
2,988
-5,505
| -65% | -$461K | 0.34% | 35 |
|
|
2024
Q2 | $679K | Sell |
8,493
-561
| -6% | -$44.8K | 0.45% | 34 |
|
|
2024
Q1 | $729K | Buy |
9,054
+229
| +3% | +$18.4K | 0.5% | 29 |
|
|
2023
Q4 | $717K | Sell |
8,825
-825
| -9% | -$67.1K | 0.52% | 28 |
|
|
2023
Q3 | $733K | Sell |
9,650
-67
| -0.7% | -$5.09K | 0.57% | 25 |
|
|
2023
Q2 | $768K | Buy |
+9,717
| New | +$768K | 0.58% | 25 |
|