Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,023
| Closed | -$899K | – | 899 |
|
|
2016
Q3 | $899K | Sell |
10,023
-82
| -0.8% | -$7.36K | 0.11% | 239 |
|
|
2016
Q2 | $906K | Sell |
10,105
-2,138
| -17% | -$192K | 0.12% | 222 |
|
|
2016
Q1 | $1.06M | Sell |
12,243
-2,480
| -17% | -$216K | 0.14% | 186 |
|
|
2015
Q4 | $1.24M | Buy |
14,723
+4,153
| +39% | +$349K | 0.17% | 152 |
|
|
2015
Q3 | $900K | Buy |
10,570
+828
| +8% | +$70.5K | 0.12% | 219 |
|
|
2015
Q2 | $829K | Sell |
9,742
-577
| -6% | -$49.1K | 0.11% | 243 |
|
|
2015
Q1 | $843K | Buy |
+10,319
| New | +$843K | 0.24% | 111 |
|
|
2014
Q4 | – | Sell |
-9,013
| Closed | -$771K | – | 665 |
|
|
2014
Q3 | $771K | Buy |
+9,013
| New | +$771K | 0.1% | 186 |
|