9WM
9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,682
| Closed | -$231K | – | 360 |
|
|
2022
Q1 | $231K | Sell |
2,682
-1,101
| -29% | -$94.8K | 0.05% | 326 |
|
|
2021
Q4 | $351K | Buy |
3,783
+844
| +29% | +$78.3K | 0.08% | 256 |
|
|
2021
Q3 | $277K | Buy |
2,939
+726
| +33% | +$68.4K | 0.07% | 277 |
|
|
2021
Q2 | $210K | Buy |
+2,213
| New | +$210K | 0.06% | 324 |
|
|
2021
Q1 | – | Sell |
-2,114
| Closed | -$205K | – | 340 |
|
|
2020
Q4 | $205K | Buy |
+2,114
| New | +$205K | 0.07% | 287 |
|