WCWM
Wooster Corthell Wealth Management’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 | $13.1M | Sell |
157,618
-3,844
| -2% | -$319K | 2.42% | 11 |
|
|
2025
Q1 | $13.2M | Sell |
161,462
-2,150
| -1% | -$176K | 2.7% | 9 |
|
|
2024
Q4 | $13.1M | Buy |
163,612
+6,373
| +4% | +$512K | 2.86% | 9 |
|
|
2024
Q3 | $13.2M | Buy |
157,239
+1,060
| +0.7% | +$88.8K | 2.81% | 11 |
|
|
2024
Q2 | $12.5M | Buy |
156,179
+1,554
| +1% | +$124K | 2.82% | 10 |
|
|
2024
Q1 | $12.4M | Buy |
154,625
+4,248
| +3% | +$342K | 2.85% | 10 |
|
|
2023
Q4 | $12.2M | Buy |
150,377
+2,025
| +1% | +$165K | 2.94% | 10 |
|
|
2023
Q3 | $11.3M | Buy |
148,352
+9,242
| +7% | +$702K | 2.98% | 10 |
|
|
2023
Q2 | $11M | Buy |
139,110
+2,603
| +2% | +$206K | 2.8% | 10 |
|
|
2023
Q1 | $11M | Sell |
136,507
-391
| -0.3% | -$31.4K | 2.93% | 10 |
|
|
2022
Q4 | $10.6M | Buy |
136,898
+5,829
| +4% | +$452K | 3% | 10 |
|
|
2022
Q3 | $9.92M | Buy |
131,069
+5,117
| +4% | +$387K | 2.98% | 10 |
|
|
2022
Q2 | $10.1M | Sell |
125,952
-8,627
| -6% | -$690K | 2.87% | 10 |
|
|
2022
Q1 | $11.6M | Buy |
134,579
+7,146
| +6% | +$615K | 2.87% | 10 |
|
|
2021
Q4 | $11.8M | Buy |
127,433
+11,635
| +10% | +$1.08M | 2.8% | 10 |
|
|
2021
Q3 | $10.9M | Buy |
115,798
+3,456
| +3% | +$326K | 2.74% | 11 |
|
|
2021
Q2 | $10.7M | Buy |
112,342
+18,078
| +19% | +$1.72M | 2.68% | 11 |
|
|
2021
Q1 | $8.77M | Buy |
94,264
+10,839
| +13% | +$1.01M | 2.38% | 13 |
|
|
2020
Q4 | $8.1M | Buy |
83,425
+6,731
| +9% | +$654K | 2.31% | 13 |
|
|
2020
Q3 | $7.35M | Buy |
76,694
+8,378
| +12% | +$803K | 2.36% | 13 |
|
|
2020
Q2 | $6.5M | Buy |
68,316
+4,971
| +8% | +$473K | 2.24% | 13 |
|
|
2020
Q1 | $5.52M | Buy |
+63,345
| New | +$5.52M | 2.22% | 14 |
|