Dakota Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Dakota Wealth Management’s Portfolio VCIT Stock Details VCIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,723	Closed	-$433K	–	635
2022 Q3	$433K	Sell	5,723 -2,637	-32%	-$211K	0.04%	363
2022 Q2	$669K	Sell	8,360 -1,957	-19%	-$160K	0.06%	238
2022 Q1	$888K	Buy	10,317 +322	+3%	+$28.6K	0.07%	206
2021 Q4	$927K	Sell	9,995 -724	-7%	-$67.8K	0.1%	165
2021 Q3	$1.01M	Sell	10,719 -257	-2%	-$24.5K	0.12%	152
2021 Q2	$1.04M	Hold	10,976	–	–	0.13%	150
2021 Q1	$1.02M	Sell	10,976 -11	-0.1%	-$1.04K	0.13%	145
2020 Q4	$1.07M	Sell	10,987 -608	-5%	-$58.6K	0.14%	140
2020 Q3	$1.11M	Hold	11,595	–	–	0.18%	114
2020 Q2	$1.1M	Buy	11,595 +1,090	+10%	+$100K	0.2%	118
2020 Q1	$915K	Hold	10,505	–	–	0.2%	109
2019 Q4	$959K	Sell	10,505 -324	-3%	-$29.5K	0.16%	132
2019 Q3	$988K	Sell	10,829 -403	-4%	-$36.5K	0.17%	120
2019 Q2	$1.01M	Sell	11,232 -74	-0.7%	-$6.47K	0.19%	109
2019 Q1	$982K	Sell	11,306 -1,442	-11%	-$122K	0.2%	117
2018 Q4	$1.06M	Sell	12,748 -700	-5%	-$57.7K	0.24%	87
2018 Q3	$1.12M	Sell	13,448 -782	-5%	-$65.5K	0.25%	91
2018 Q2	$1.19M	Sell	14,230 -310	-2%	-$25.9K	0.33%	72
2018 Q1	$1.23M	Sell	14,540 -635	-4%	-$54.3K	0.64%	35
2017 Q4	$1.33M	Sell	15,175 -27	-0.2%	-$2.37K	0.7%	35
2017 Q3	$1.34M	Sell	15,202 -30	-0.2%	-$2.64K	0.72%	34
2017 Q2	$1.33M	Sell	15,232 -2,678	-15%	-$234K	0.74%	35
2017 Q1	$1.55M	Sell	17,910 -388	-2%	-$33.4K	0.9%	26
2016 Q4	$1.57M	Sell	18,298 -6,263	-25%	-$545K	1.01%	23
2016 Q3	$2.2M	Buy	24,561 +43	+0.2%	+$3.85K	1.43%	21
2016 Q2	$2.19M	Sell	24,518 -202	-0.8%	-$17.7K	1.47%	20
2016 Q1	$2.15M	Sell	24,720 -1,174	-5%	-$99.6K	1.54%	20
2015 Q4	$2.18M	Sell	25,894 -181	-0.7%	-$15.4K	1.48%	20
2015 Q3	$2.23M	Sell	26,075 -907	-3%	-$76.9K	1.53%	20
2015 Q2	$2.3M	Sell	26,982 -1,054	-4%	-$91.2K	1.39%	20
2015 Q1	$2.46M	Sell	28,036 -451	-2%	-$39.4K	1.46%	20
2014 Q4	$2.45M	Buy	+28,487	New	+$2.46M	1.53%	20