Brio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,956
| Closed | -$426K | – | 95 |
|
|
2022
Q1 | $426K | Sell |
4,956
-99
| -2% | -$8.51K | 0.09% | 57 |
|
|
2021
Q4 | $469K | Sell |
5,055
-482
| -9% | -$44.7K | 0.11% | 50 |
|
|
2021
Q3 | $523K | Buy |
5,537
+5
| +0.1% | +$472 | 0.13% | 49 |
|
|
2021
Q2 | $526K | Sell |
5,532
-726
| -12% | -$69K | 0.13% | 49 |
|
|
2021
Q1 | $582K | Buy |
6,258
+733
| +13% | +$68.2K | 0.17% | 42 |
|
|
2020
Q4 | $537K | Sell |
5,525
-789
| -12% | -$76.7K | 0.17% | 41 |
|
|
2020
Q3 | $605K | Sell |
6,314
-4,253
| -40% | -$408K | 0.18% | 42 |
|
|
2020
Q2 | $1.01M | Buy |
10,567
+6,260
| +145% | +$595K | 0.34% | 36 |
|
|
2020
Q1 | $375K | Buy |
4,307
+1,946
| +82% | +$169K | 0.15% | 48 |
|
|
2019
Q4 | $216K | Buy |
2,361
+26
| +1% | +$2.38K | 0.07% | 72 |
|
|
2019
Q3 | $213K | Buy |
2,335
+20
| +0.9% | +$1.82K | 0.08% | 72 |
|
|
2019
Q2 | $208K | Buy |
+2,315
| New | +$208K | 0.08% | 70 |
|
|
2019
Q1 | – | Sell |
-2,457
| Closed | -$204K | – | 71 |
|
|
2018
Q4 | $204K | Buy |
+2,457
| New | +$204K | 0.1% | 68 |
|