BWA
BDO Wealth Advisors’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 | $131K | Buy |
1,657
+591
| +55% | +$46.7K | 0.02% | 304 |
|
|
2023
Q1 | $85.5K | Buy |
+1,066
| New | +$85.5K | 0.01% | 344 |
|
|
2022
Q2 | – | Sell |
-111
| Closed | -$10K | – | 1121 |
|
|
2022
Q1 | $10K | Sell |
111
-64
| -37% | -$5.77K | ﹤0.01% | 741 |
|
|
2021
Q4 | $16K | Buy |
175
+64
| +58% | +$5.85K | ﹤0.01% | 661 |
|
|
2021
Q3 | $10K | Hold |
111
| – | – | ﹤0.01% | 735 |
|
|
2021
Q2 | $11K | Hold |
111
| – | – | ﹤0.01% | 737 |
|
|
2021
Q1 | $10K | Sell |
111
-46
| -29% | -$4.14K | ﹤0.01% | 738 |
|
|
2020
Q4 | $15K | Hold |
157
| – | – | ﹤0.01% | 509 |
|
|
2020
Q3 | $15K | Hold |
157
| – | – | ﹤0.01% | 454 |
|
|
2020
Q2 | $15K | Buy |
157
+111
| +241% | +$10.6K | ﹤0.01% | 458 |
|
|
2020
Q1 | $4K | Hold |
46
| – | – | ﹤0.01% | 630 |
|
|
2019
Q4 | $4K | Hold |
46
| – | – | ﹤0.01% | 531 |
|
|
2019
Q3 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 556 |
|