CWA
Canvas 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
Q2 | – | Sell |
-3,535
| Closed | -$277K | – | 166 |
|
|
2024
Q1 | $277K | Hold |
3,535
| – | – | 0.09% | 109 |
|
|
2023
Q4 | $287K | Hold |
3,535
| – | – | 0.1% | 103 |
|
|
2023
Q3 | $262K | Sell |
3,535
-380
| -10% | -$28.2K | 0.11% | 103 |
|
|
2023
Q2 | $309K | Sell |
3,915
-813
| -17% | -$64.2K | 0.11% | 97 |
|
|
2023
Q1 | $378K | Sell |
4,728
-556
| -11% | -$44.5K | 0.16% | 89 |
|
|
2022
Q4 | $428K | Hold |
5,284
| – | – | 0.18% | 86 |
|
|
2022
Q3 | $397K | Hold |
5,284
| – | – | 0.17% | 82 |
|
|
2022
Q2 | $423K | Hold |
5,284
| – | – | 0.17% | 82 |
|
|
2022
Q1 | $430K | Sell |
5,284
-437
| -8% | -$35.6K | 0.16% | 98 |
|
|
2021
Q4 | $531K | Sell |
5,721
-574
| -9% | -$53.3K | 0.19% | 91 |
|
|
2021
Q3 | $594K | Buy |
6,295
+218
| +4% | +$20.6K | 0.24% | 70 |
|
|
2021
Q2 | $578K | Sell |
6,077
-233
| -4% | -$22.2K | 0.26% | 70 |
|
|
2021
Q1 | $589K | Buy |
+6,310
| New | +$589K | 0.34% | 65 |
|