Castle Rock Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-17,536
| Closed | -$1.69M | – | 262 |
|
|
2020
Q4 | $1.69M | Buy |
17,536
+2,832
| +19% | +$273K | 0.7% | 36 |
|
|
2020
Q3 | $1.41M | Sell |
14,704
-1,830
| -11% | -$175K | 0.92% | 27 |
|
|
2020
Q2 | $1.6M | Buy |
16,534
+14,086
| +575% | +$1.37M | 0.94% | 23 |
|
|
2020
Q1 | $223K | Buy |
2,448
+5
| +0.2% | +$455 | 0.19% | 110 |
|
|
2019
Q4 | $227K | Buy |
2,443
+6
| +0.2% | +$558 | 0.2% | 146 |
|
|
2019
Q3 | $220K | Buy |
+2,437
| New | +$220K | 0.23% | 139 |
|