CDIA
Capital Directions Investment 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $7.91K | Buy |
+102
| New | +$7.91K | ﹤0.01% | 212 |
|
2022
Q3 | – | Sell |
-100
| Closed | -$8K | – | 193 |
|
2022
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 221 |
|
2022
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 238 |
|
2021
Q4 | – | Sell |
-185
| Closed | -$17K | – | 223 |
|
2021
Q3 | $17K | Sell |
185
-149
| -45% | -$13.7K | 0.01% | 214 |
|
2021
Q2 | $32K | Buy |
+334
| New | +$32K | 0.01% | 141 |
|
2019
Q3 | – | Sell |
-500
| Closed | -$45K | – | 248 |
|
2019
Q2 | $45K | Buy |
+500
| New | +$45K | 0.02% | 68 |
|
2018
Q2 | – | Sell |
-57,786
| Closed | -$4.9M | – | 187 |
|
2018
Q1 | $4.9M | Hold |
57,786
| – | – | 1.54% | 8 |
|
2017
Q4 | $5.05M | Hold |
57,786
| – | – | 1.58% | 8 |
|
2017
Q3 | $5.09M | Buy |
57,786
+6,178
| +12% | +$544K | 1.63% | 8 |
|
2017
Q2 | $4.52M | Hold |
51,608
| – | – | 1.54% | 8 |
|
2017
Q1 | $4.46M | Hold |
51,608
| – | – | 1.54% | 8 |
|
2016
Q4 | $4.42M | Buy |
51,608
+2,800
| +6% | +$240K | 1.59% | 9 |
|
2016
Q3 | $4.37M | Hold |
48,808
| – | – | 1.56% | 9 |
|
2016
Q2 | $4.36M | Buy |
+48,808
| New | +$4.36M | 1.58% | 9 |
|
2016
Q1 | – | Sell |
-50,205
| Closed | -$4.22M | – | 69 |
|
2015
Q4 | $4.22M | Sell |
50,205
-1,137
| -2% | -$95.6K | 1.44% | 8 |
|
2015
Q3 | $4.39M | Hold |
51,342
| – | – | 1.57% | 7 |
|
2015
Q2 | $4.38M | Hold |
51,342
| – | – | 1.49% | 7 |
|
2015
Q1 | $4.42M | Buy |
51,342
+1,200
| +2% | +$103K | 1.46% | 7 |
|
2014
Q4 | $4.42M | Hold |
50,142
| – | – | 1.49% | 7 |
|
2014
Q3 | $4.32M | Buy |
50,142
+1,985
| +4% | +$171K | 1.57% | 7 |
|
2014
Q2 | $4.17M | Hold |
48,157
| – | – | 1.55% | 7 |
|
2014
Q1 | $4.09M | Hold |
48,157
| – | – | 1.61% | 7 |
|
2013
Q4 | $3.98M | Buy |
48,157
+3,725
| +8% | +$308K | 1.56% | 7 |
|
2013
Q3 | $3.71M | Hold |
44,432
| – | – | 1.62% | 6 |
|
2013
Q2 | $3.69M | Buy |
+44,432
| New | +$3.69M | 1.74% | 6 |
|