AWS
AJ Wealth Strategies’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $295K | Sell |
3,736
-11
| -0.3% | -$869 | 0.01% | 236 |
|
|
2023
Q1 | $301K | Hold |
3,747
| – | – | 0.02% | 229 |
|
|
2022
Q4 | $290K | Sell |
3,747
-95,899
| -96% | -$7.42M | 0.02% | 239 |
|
|
2022
Q3 | $7.54M | Sell |
99,646
-4,130
| -4% | -$313K | 0.44% | 36 |
|
|
2022
Q2 | $8.3M | Sell |
103,776
-7,166
| -6% | -$573K | 0.44% | 30 |
|
|
2022
Q1 | $9.55M | Sell |
110,942
-2,943
| -3% | -$253K | 0.47% | 32 |
|
|
2021
Q4 | $10.6M | Buy |
113,885
+4,228
| +4% | +$392K | 0.5% | 32 |
|
|
2021
Q3 | $10.4M | Buy |
109,657
+73,061
| +200% | +$6.9M | 0.56% | 29 |
|
|
2021
Q2 | $3.48M | Buy |
36,596
+599
| +2% | +$56.9K | 0.21% | 52 |
|
|
2021
Q1 | $3.35M | Sell |
35,997
-16,246
| -31% | -$1.51M | 0.24% | 48 |
|
|
2020
Q4 | $5.08M | Buy |
52,243
+7,341
| +16% | +$713K | 0.44% | 27 |
|
|
2020
Q3 | $4.3M | Buy |
44,902
+3,895
| +9% | +$373K | 0.44% | 30 |
|
|
2020
Q2 | $3.9M | Buy |
41,007
+6,281
| +18% | +$598K | 0.43% | 29 |
|
|
2020
Q1 | $3.02M | Sell |
34,726
-58,977
| -63% | -$5.14M | 0.41% | 32 |
|
|
2019
Q4 | $8.56M | Buy |
93,703
+9,149
| +11% | +$836K | 1% | 19 |
|
|
2019
Q3 | $7.72M | Buy |
84,554
+68,159
| +416% | +$6.22M | 1.02% | 20 |
|
|
2019
Q2 | $1.47M | Hold |
16,395
| – | – | 0.22% | 45 |
|
|
2019
Q1 | $1.42M | Hold |
16,395
| – | – | 0.24% | 41 |
|
|
2018
Q4 | $1.36M | Sell |
16,395
-2,669
| -14% | -$221K | 0.26% | 43 |
|
|
2018
Q3 | $1.59M | Buy |
19,064
+1,271
| +7% | +$106K | 0.29% | 35 |
|
|
2018
Q2 | $1.49M | Sell |
17,793
-6,045
| -25% | -$505K | 0.31% | 33 |
|
|
2018
Q1 | $2.02M | Sell |
23,838
-13,177
| -36% | -$1.12M | 0.48% | 26 |
|
|
2017
Q4 | $3.24M | Buy |
37,015
+20,033
| +118% | +$1.75M | 0.81% | 19 |
|
|
2017
Q3 | $1.5M | Buy |
+16,982
| New | +$1.5M | 0.49% | 30 |
|