BSWA
Bromfield Sneider 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 | $1.9M | Buy |
23,608
+261
| +1% | +$21K | 1.17% | 13 |
|
|
2023
Q4 | $1.9M | Buy |
23,347
+3,945
| +20% | +$321K | 1.28% | 13 |
|
|
2023
Q3 | $1.47M | Buy |
19,402
+12,335
| +175% | +$937K | 1.11% | 13 |
|
|
2023
Q2 | $559K | Buy |
7,067
+17
| +0.2% | +$1.34K | 0.44% | 22 |
|
|
2023
Q1 | $566K | Buy |
7,050
+5,240
| +290% | +$420K | 0.48% | 20 |
|
|
2022
Q4 | $140K | Buy |
+1,810
| New | +$140K | 0.13% | 40 |
|