BerganKDV Wealth Management’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 | $72.9K | Sell |
922
-529
| -36% | -$41.8K | 0.01% | 339 |
|
|
2023
Q1 | $116K | Buy |
1,451
+279
| +24% | +$22.4K | 0.01% | 298 |
|
|
2022
Q4 | $90.8K | Sell |
1,172
-177
| -13% | -$13.7K | 0.01% | 319 |
|
|
2022
Q3 | $102K | Buy |
1,349
+489
| +57% | +$37K | 0.01% | 285 |
|
|
2022
Q2 | $69K | Hold |
860
| – | – | 0.01% | 350 |
|
|
2022
Q1 | $74K | Sell |
860
-82
| -9% | -$7.06K | 0.01% | 346 |
|
|
2021
Q4 | $87K | Sell |
942
-414
| -31% | -$38.2K | 0.01% | 349 |
|
|
2021
Q3 | $128K | Buy |
1,356
+256
| +23% | +$24.2K | 0.01% | 294 |
|
|
2021
Q2 | $105K | Hold |
1,100
| – | – | 0.01% | 307 |
|
|
2021
Q1 | $102K | Sell |
1,100
-258
| -19% | -$23.9K | 0.01% | 296 |
|
|
2020
Q4 | $132K | Buy |
1,358
+395
| +41% | +$38.4K | 0.02% | 254 |
|
|
2020
Q3 | $92K | Buy |
+963
| New | +$92K | 0.01% | 268 |
|
|
2019
Q2 | – | Sell |
-36
| Closed | -$3K | – | 774 |
|
|
2019
Q1 | $3K | Buy |
36
+21
| +140% | +$1.75K | ﹤0.01% | 643 |
|
|
2018
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 684 |
|