BFWA
Benchmark Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-76,042
| Closed | -$6.54M | – | 88 |
|
|
2022
Q1 | $6.54M | Sell |
76,042
-89
| -0.1% | -$7.66K | 2.78% | 13 |
|
|
2021
Q4 | $7.06M | Buy |
76,131
+7,699
| +11% | +$714K | 2.95% | 11 |
|
|
2021
Q3 | $6.46M | Buy |
68,432
+8,656
| +14% | +$817K | 3.07% | 12 |
|
|
2021
Q2 | $5.68M | Buy |
59,776
+6,360
| +12% | +$605K | 2.71% | 13 |
|
|
2021
Q1 | $4.97M | Buy |
53,416
+4,755
| +10% | +$442K | 2.71% | 12 |
|
|
2020
Q4 | $4.73M | Buy |
48,661
+6,825
| +16% | +$663K | 2.6% | 14 |
|
|
2020
Q3 | $4.01M | Buy |
41,836
+5,739
| +16% | +$550K | 2.58% | 14 |
|
|
2020
Q2 | $3.43M | Buy |
36,097
+2,487
| +7% | +$237K | 2.53% | 12 |
|
|
2020
Q1 | $2.93M | Buy |
33,610
+18,266
| +119% | +$1.59M | 2.95% | 9 |
|
|
2019
Q4 | $1.4M | Buy |
+15,344
| New | +$1.4M | 1.16% | 14 |
|