WFAG
Wescott Financial Advisory Group’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 | $218K | Buy |
2,635
+18
| +0.7% | +$1.49K | 0.02% | 164 |
|
|
2025
Q1 | $214K | Sell |
2,617
-190
| -7% | -$15.5K | 0.02% | 163 |
|
|
2024
Q4 | $225K | Sell |
2,807
-2,067
| -42% | -$166K | 0.02% | 159 |
|
|
2024
Q3 | $408K | Buy |
4,874
+238
| +5% | +$19.9K | 0.04% | 132 |
|
|
2024
Q2 | $371K | Buy |
4,636
+229
| +5% | +$18.3K | 0.04% | 133 |
|
|
2024
Q1 | $355K | Buy |
4,407
+1,270
| +40% | +$102K | 0.04% | 125 |
|
|
2023
Q4 | $255K | Sell |
3,137
-288
| -8% | -$23.4K | 0.04% | 144 |
|
|
2023
Q3 | $260K | Buy |
3,425
+23
| +0.7% | +$1.75K | 0.05% | 137 |
|
|
2023
Q2 | $269K | Buy |
3,402
+22
| +0.7% | +$1.74K | 0.05% | 137 |
|
|
2023
Q1 | $271K | Sell |
3,380
-986
| -23% | -$79.1K | 0.06% | 130 |
|
|
2022
Q4 | $338K | Buy |
4,366
+26
| +0.6% | +$2.02K | 0.07% | 112 |
|
|
2022
Q3 | $328K | Sell |
4,340
-275
| -6% | -$20.8K | 0.09% | 108 |
|
|
2022
Q2 | $369K | Buy |
4,615
+17
| +0.4% | +$1.36K | 0.1% | 97 |
|
|
2022
Q1 | $396K | Buy |
+4,598
| New | +$396K | 0.1% | 91 |
|