WOSD
WFA of San Diego’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 | $1.09M | Buy |
+13,145
| New | +$1.09M | 0.8% | 31 |
|
|
2024
Q3 | $131K | Hold |
1,570
| – | – | 0.11% | 107 |
|
|
2024
Q2 | $125K | Buy |
+1,570
| New | +$125K | 0.11% | 109 |
|
|
2023
Q3 | $111K | Sell |
1,457
-15
| -1% | -$1.14K | 0.11% | 107 |
|
|
2023
Q2 | $116K | Buy |
+1,472
| New | +$116K | 0.11% | 103 |
|
|
2023
Q1 | – | Sell |
-6,769
| Closed | -$525K | – | 407 |
|
|
2022
Q4 | $525K | Sell |
6,769
-17
| -0.3% | -$1.32K | 0.4% | 55 |
|
|
2022
Q3 | $514K | Sell |
6,786
-425
| -6% | -$32.2K | 0.46% | 52 |
|
|
2022
Q2 | $577K | Sell |
7,211
-233
| -3% | -$18.6K | 0.49% | 44 |
|
|
2022
Q1 | $640K | Sell |
7,444
-162
| -2% | -$13.9K | 0.49% | 45 |
|
|
2021
Q4 | $705K | Sell |
7,606
-116
| -2% | -$10.8K | 0.41% | 54 |
|
|
2021
Q3 | $729K | Buy |
7,722
+596
| +8% | +$56.3K | 0.51% | 45 |
|
|
2021
Q2 | $677K | Buy |
7,126
+244
| +4% | +$23.2K | 0.53% | 41 |
|
|
2021
Q1 | $640K | Buy |
+6,882
| New | +$640K | 0.53% | 39 |
|
|
2020
Q4 | – | Sell |
-6,364
| Closed | -$609K | – | 114 |
|
|
2020
Q3 | $609K | Buy |
6,364
+109
| +2% | +$10.4K | 0.58% | 40 |
|
|
2020
Q2 | $595K | Buy |
+6,255
| New | +$595K | 0.14% | 139 |
|