Berman Capital Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-646
| Closed | -$56K | – | 1853 |
|
|
2020
Q1 | $56K | Buy |
646
+2
| +0.3% | +$173 | 0.02% | 276 |
|
|
2019
Q4 | $58K | Buy |
+644
| New | +$58K | 0.02% | 297 |
|
|
2018
Q4 | – | Sell |
-6,126
| Closed | -$512K | – | 1277 |
|
|
2018
Q3 | $512K | Hold |
6,126
| – | – | 0.22% | 57 |
|
|
2018
Q2 | $512K | Buy |
+6,126
| New | +$512K | 0.18% | 59 |
|
|
2018
Q1 | – | Sell |
-65,005
| Closed | -$5.68M | – | 129 |
|
|
2017
Q4 | $5.68M | Buy |
+65,005
| New | +$5.68M | 1.88% | 16 |
|