Beam 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,734
| Closed | -$222K | – | 120 |
|
|
2023
Q4 | $222K | Buy |
2,734
+95
| +4% | +$7.72K | 0.14% | 93 |
|
|
2023
Q3 | $201K | Sell |
2,639
-3,550
| -57% | -$270K | 0.14% | 92 |
|
|
2023
Q2 | $489K | Sell |
6,189
-14
| -0.2% | -$1.11K | 0.34% | 54 |
|
|
2023
Q1 | $498K | Sell |
6,203
-607
| -9% | -$48.7K | 0.5% | 51 |
|
|
2022
Q4 | $528K | Sell |
6,810
-1,833
| -21% | -$142K | 0.55% | 51 |
|
|
2022
Q3 | $654K | Buy |
8,643
+168
| +2% | +$12.7K | 0.73% | 47 |
|
|
2022
Q2 | $678K | Sell |
8,475
-2,537
| -23% | -$203K | 0.75% | 47 |
|
|
2022
Q1 | $947K | Sell |
11,012
-591
| -5% | -$50.8K | 1.09% | 29 |
|
|
2021
Q4 | $1.08M | Buy |
11,603
+24
| +0.2% | +$2.23K | 1.23% | 29 |
|
|
2021
Q3 | $1.09M | Buy |
11,579
+975
| +9% | +$92K | 0.94% | 32 |
|
|
2021
Q2 | $1.01M | Sell |
10,604
-1,829
| -15% | -$174K | 0.87% | 37 |
|
|
2021
Q1 | $1.16M | Buy |
12,433
+135
| +1% | +$12.6K | 1.03% | 30 |
|
|
2020
Q4 | $1.2M | Buy |
12,298
+291
| +2% | +$28.3K | 1.13% | 24 |
|
|
2020
Q3 | $1.15M | Buy |
12,007
+1,352
| +13% | +$129K | 1.08% | 28 |
|
|
2020
Q2 | $1.02M | Buy |
10,655
+3,088
| +41% | +$295K | 1.02% | 29 |
|
|
2020
Q1 | $659K | Sell |
7,567
-2,828
| -27% | -$246K | 0.65% | 49 |
|
|
2019
Q4 | $949K | Buy |
+10,395
| New | +$949K | 0.88% | 34 |
|