DFG
Demars Financial 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-3,500
| Closed | -$330K | – | 91 |
|
2021
Q3 | $330K | Sell |
3,500
-1,905
| -35% | -$180K | 0.19% | 69 |
|
2021
Q2 | $514K | Sell |
5,405
-50
| -0.9% | -$4.76K | 0.31% | 53 |
|
2021
Q1 | $507K | Buy |
5,455
+40
| +0.7% | +$3.72K | 0.34% | 50 |
|
2020
Q4 | $526K | Sell |
5,415
-100
| -2% | -$9.71K | 0.37% | 47 |
|
2020
Q3 | $528K | Hold |
5,515
| – | – | 0.4% | 41 |
|
2020
Q2 | $525K | Buy |
5,515
+370
| +7% | +$35.2K | 0.44% | 39 |
|
2020
Q1 | $448K | Buy |
+5,145
| New | +$448K | 0.47% | 38 |
|