B. Riley Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $565 | Buy |
7,066
+1,183
| +20% | +$95 | ﹤0.01% | 391 |
|
2022
Q1 | $506K | Buy |
5,883
+252
| +4% | +$21.7K | 0.04% | 328 |
|
2021
Q4 | $522K | Buy |
5,631
+763
| +16% | +$70.7K | 0.04% | 340 |
|
2021
Q3 | $460K | Buy |
4,868
+1,035
| +27% | +$97.8K | 0.04% | 355 |
|
2021
Q2 | $364K | Sell |
3,833
-4,693
| -55% | -$446K | 0.04% | 282 |
|
2021
Q1 | $793K | Buy |
8,526
+1,641
| +24% | +$153K | 0.09% | 179 |
|
2020
Q4 | $669K | Buy |
6,885
+783
| +13% | +$76.1K | 0.09% | 175 |
|
2020
Q3 | $585K | Buy |
6,102
+2,866
| +89% | +$275K | 0.07% | 205 |
|
2020
Q2 | $308K | Sell |
3,236
-39,243
| -92% | -$3.74M | 0.03% | 293 |
|
2020
Q1 | $3.7M | Sell |
42,479
-90
| -0.2% | -$7.84K | 0.39% | 73 |
|
2019
Q4 | $3.89M | Buy |
42,569
+703
| +2% | +$64.2K | 0.58% | 44 |
|
2019
Q3 | $3.82M | Sell |
41,866
-584
| -1% | -$53.3K | 0.67% | 34 |
|
2019
Q2 | $3.81K | Sell |
42,450
-1,425
| -3% | -$128 | 0.59% | 36 |
|
2019
Q1 | $3.81M | Buy |
43,875
+836
| +2% | +$72.6K | 0.66% | 35 |
|
2018
Q4 | $3.57M | Buy |
+43,039
| New | +$3.57M | 0.75% | 31 |
|
2015
Q3 | – | Sell |
-159
| Closed | -$13K | – | 722 |
|
2015
Q2 | $13K | Hold |
159
| – | – | 0.01% | 697 |
|
2015
Q1 | $13K | Hold |
159
| – | – | 0.01% | 714 |
|
2014
Q4 | $13K | Hold |
159
| – | – | 0.01% | 685 |
|
2014
Q3 | $13K | Hold |
159
| – | – | 0.01% | 718 |
|
2014
Q2 | $13K | Hold |
159
| – | – | 0.01% | 771 |
|
2014
Q1 | $14K | Buy |
+159
| New | +$14K | 0.01% | 703 |
|