DWMG
DB Wealth Management 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 | $505K | Buy |
6,218
+3,368
| +118% | +$274K | 0.29% | 59 |
|
|
2023
Q3 | $217K | Buy |
2,850
+2,828
| +12,855% | +$215K | 0.14% | 85 |
|
|
2023
Q2 | $1.74K | Hold |
22
| – | – | ﹤0.01% | 339 |
|
|
2023
Q1 | $1.77K | Buy |
22
+15
| +214% | +$1.2K | ﹤0.01% | 335 |
|
|
2022
Q4 | $543 | Buy |
+7
| New | +$543 | ﹤0.01% | 343 |
|
|
2022
Q2 | – | Sell |
-457
| Closed | -$39K | – | 326 |
|
|
2022
Q1 | $39K | Hold |
457
| – | – | 0.02% | 189 |
|
|
2021
Q4 | $42K | Hold |
457
| – | – | 0.02% | 176 |
|
|
2021
Q3 | $43K | Sell |
457
-473
| -51% | -$44.5K | 0.03% | 172 |
|
|
2021
Q2 | $88K | Hold |
930
| – | – | 0.06% | 126 |
|
|
2021
Q1 | $87K | Buy |
930
+7
| +0.8% | +$655 | 0.06% | 123 |
|
|
2020
Q4 | $90K | Buy |
+923
| New | +$90K | 0.07% | 115 |
|