WMWM
Whitaker-Myers Wealth Managers’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 | $210K | Sell |
2,528
-257
| -9% | -$21.3K | 0.05% | 107 |
|
2025
Q1 | $228K | Buy |
2,785
+1
| +0% | +$82 | 0.06% | 106 |
|
2024
Q4 | $223K | Buy |
2,784
+41
| +1% | +$3.29K | 0.07% | 111 |
|
2024
Q3 | $230K | Sell |
2,743
-736
| -21% | -$61.6K | 0.08% | 100 |
|
2024
Q2 | $278K | Sell |
3,479
-275
| -7% | -$22K | 0.1% | 84 |
|
2024
Q1 | $302K | Buy |
3,754
+668
| +22% | +$53.8K | 0.13% | 75 |
|
2023
Q4 | $251K | Buy |
3,086
+43
| +1% | +$3.5K | 0.12% | 67 |
|
2023
Q3 | $231K | Buy |
3,043
+19
| +0.6% | +$1.44K | 0.14% | 66 |
|
2023
Q2 | $239K | Buy |
3,024
+34
| +1% | +$2.69K | 0.16% | 63 |
|
2023
Q1 | $240K | Sell |
2,990
-2,658
| -47% | -$213K | 0.19% | 60 |
|
2022
Q4 | $438K | Buy |
+5,648
| New | +$438K | 0.42% | 44 |
|