Williams Jones Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,264	Closed	-$261K	–	557
2024 Q2	$261K	Buy	3,264 +421	+15%	+$33.7K	﹤0.01%	438
2024 Q1	$229K	Sell	2,843 -916	-24%	-$73.7K	﹤0.01%	476
2023 Q4	$306K	Sell	3,759 -593	-14%	-$48.2K	﹤0.01%	418
2023 Q3	$331K	Buy	+4,352	New	+$331K	0.01%	403