CWAG
Compton Wealth Advisory Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,444
| Closed | -$2.09M | – | 93 |
|
|
2023
Q3 | $2.09M | Sell |
27,444
-86,990
| -76% | -$6.61M | 0.72% | 27 |
|
|
2023
Q2 | $9.04M | Sell |
114,434
-436
| -0.4% | -$34.5K | 3.02% | 14 |
|
|
2023
Q1 | $9.21M | Buy |
114,870
+65,604
| +133% | +$5.26M | 3.18% | 14 |
|
|
2022
Q4 | $3.82M | Sell |
49,266
-36,896
| -43% | -$2.86M | 1.49% | 18 |
|
|
2022
Q3 | $6.52M | Buy |
86,162
+59,734
| +226% | +$4.52M | 2.77% | 13 |
|
|
2022
Q2 | $2.12M | Buy |
26,428
+22,800
| +628% | +$1.82M | 0.91% | 26 |
|
|
2022
Q1 | $312K | Buy |
+3,628
| New | +$312K | 0.12% | 94 |
|