WAS
Winch Advisory Services’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 | $25.1M | Buy |
302,270
+5,390
| +2% | +$447K | 6.12% | 4 |
|
|
2025
Q1 | $24.3M | Buy |
296,880
+9,396
| +3% | +$768K | 6.42% | 4 |
|
|
2024
Q4 | $23.1M | Buy |
287,484
+59,366
| +26% | +$4.77M | 6% | 4 |
|
|
2024
Q3 | $19.1M | Buy |
228,118
+2,713
| +1% | +$227K | 5.28% | 4 |
|
|
2024
Q2 | $18M | Buy |
225,405
+5,763
| +3% | +$461K | 5.15% | 5 |
|
|
2024
Q1 | $17.7M | Buy |
219,642
+111,390
| +103% | +$8.97M | 5.4% | 5 |
|
|
2023
Q4 | $8.8M | Buy |
+108,252
| New | +$8.8M | 2.92% | 12 |
|
|
2022
Q1 | – | Sell |
-67
| Closed | -$6K | – | 491 |
|
|
2021
Q4 | $6K | Sell |
67
-39
| -37% | -$3.49K | ﹤0.01% | 317 |
|
|
2021
Q3 | $10K | Sell |
106
-354
| -77% | -$33.4K | ﹤0.01% | 275 |
|
|
2021
Q2 | $44K | Buy |
460
+344
| +297% | +$32.9K | 0.02% | 134 |
|
|
2021
Q1 | $11K | Hold |
116
| – | – | ﹤0.01% | 242 |
|
|
2020
Q4 | $11K | Buy |
116
+1
| +0.9% | +$95 | ﹤0.01% | 225 |
|
|
2020
Q3 | $11K | Buy |
115
+1
| +0.9% | +$96 | ﹤0.01% | 199 |
|
|
2020
Q2 | $11K | Sell |
114
-13,913
| -99% | -$1.34M | 0.01% | 189 |
|
|
2020
Q1 | $1.22M | Hold |
14,027
| – | – | 0.61% | 24 |
|
|
2019
Q4 | $1.28M | Buy |
14,027
+13,891
| +10,214% | +$1.27M | 0.61% | 33 |
|
|
2019
Q3 | $12K | Buy |
136
+1
| +0.7% | +$88 | 0.01% | 182 |
|
|
2019
Q2 | $12K | Buy |
135
+1
| +0.7% | +$89 | 0.01% | 190 |
|
|
2019
Q1 | $12K | Buy |
134
+1
| +0.8% | +$90 | 0.01% | 183 |
|
|
2018
Q4 | $11K | Buy |
133
+1
| +0.8% | +$83 | 0.01% | 172 |
|
|
2018
Q3 | $11K | Buy |
132
+2
| +2% | +$167 | 0.01% | 177 |
|
|
2018
Q2 | $11K | Sell |
130
-77
| -37% | -$6.52K | 0.01% | 187 |
|
|
2018
Q1 | $18K | Sell |
207
-38,113
| -99% | -$3.31M | 0.01% | 162 |
|
|
2017
Q4 | $3.35M | Buy |
38,320
+3,356
| +10% | +$293K | 2.01% | 22 |
|
|
2017
Q3 | $3.08M | Buy |
34,964
+269
| +0.8% | +$23.7K | 2% | 21 |
|
|
2017
Q2 | $3.04M | Sell |
34,695
-6,408
| -16% | -$561K | 1.91% | 22 |
|
|
2017
Q1 | $3.55M | Sell |
41,103
-10,878
| -21% | -$940K | 2.25% | 16 |
|
|
2016
Q4 | $4.46M | Sell |
51,981
-61,167
| -54% | -$5.24M | 3.07% | 7 |
|
|
2016
Q3 | $10.1M | Buy |
113,148
+2,213
| +2% | +$198K | 8.26% | 1 |
|
|
2016
Q2 | $9.92M | Buy |
+110,935
| New | +$9.92M | 12.03% | 1 |
|