Baron Silver Stevens Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,901
| Closed | -$220K | – | 118 |
|
|
2023
Q3 | $220K | Hold |
2,901
| – | – | 0.05% | 97 |
|
|
2023
Q2 | $229K | Buy |
2,901
+81
| +3% | +$6.4K | 0.05% | 100 |
|
|
2023
Q1 | $226K | Sell |
2,820
-81
| -3% | -$6.5K | 0.06% | 96 |
|
|
2022
Q4 | $225K | Buy |
+2,901
| New | +$225K | 0.06% | 89 |
|
|
2021
Q1 | – | Sell |
-81
| Closed | -$7K | – | 445 |
|
|
2020
Q4 | $7K | Buy |
+81
| New | +$7K | ﹤0.01% | 292 |
|