WFA
West 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 | $16.1M | Sell |
194,018
-1,680
| -0.9% | -$139K | 2.8% | 10 |
|
|
2025
Q1 | $16M | Buy |
195,698
+5,392
| +3% | +$441K | 3.04% | 9 |
|
|
2024
Q4 | $15.3M | Buy |
190,306
+2,104
| +1% | +$169K | 2.95% | 9 |
|
|
2024
Q3 | $15.8M | Buy |
188,202
+68,839
| +58% | +$5.77M | 3.04% | 8 |
|
|
2024
Q2 | $9.54M | Buy |
119,363
+3,087
| +3% | +$247K | 1.98% | 12 |
|
|
2024
Q1 | $9.36M | Buy |
116,276
+5,109
| +5% | +$411K | 2.01% | 13 |
|
|
2023
Q4 | $9.04M | Buy |
+111,167
| New | +$9.04M | 2.06% | 14 |
|