WCM
Wunderlich Capital Managemnt’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $3.72M | Buy |
46,551
+524
| +1% | +$41.9K | 1.66% | 23 |
|
2024
Q1 | $3.71M | Sell |
46,027
-3,485
| -7% | -$281K | 1.67% | 22 |
|
2023
Q4 | $4.02M | Sell |
49,512
-280
| -0.6% | -$22.8K | 1.81% | 15 |
|
2023
Q3 | $3.78M | Buy |
49,792
+815
| +2% | +$61.9K | 1.87% | 14 |
|
2023
Q2 | $3.87M | Buy |
48,977
+1,240
| +3% | +$98K | 1.9% | 15 |
|
2023
Q1 | $3.83M | Buy |
47,737
+119
| +0.2% | +$9.55K | 1.99% | 12 |
|
2022
Q4 | $3.69M | Buy |
+47,618
| New | +$3.69M | 2.06% | 13 |
|