BBWP
Beacon Bridge Wealth Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,716
| Closed | -$221K | – | 113 |
|
|
2023
Q4 | $221K | Sell |
2,716
-526
| -16% | -$42.8K | 0.11% | 92 |
|
|
2023
Q3 | $246K | Sell |
3,242
-480
| -13% | -$36.5K | 0.13% | 79 |
|
|
2023
Q2 | $294K | Buy |
3,722
+30
| +0.8% | +$2.37K | 0.15% | 63 |
|
|
2023
Q1 | $296K | Sell |
3,692
-302
| -8% | -$24.2K | 0.18% | 65 |
|
|
2022
Q4 | $310K | Buy |
+3,994
| New | +$310K | 0.23% | 59 |
|