Excalibur Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,505
| Closed | -$204K | – | 163 |
|
|
2023
Q4 | $204K | Buy |
+2,505
| New | +$204K | 0.1% | 151 |
|
|
2022
Q1 | – | Sell |
-3,725
| Closed | -$346K | – | 162 |
|
|
2021
Q4 | $346K | Sell |
3,725
-225
| -6% | -$20.9K | 0.14% | 124 |
|
|
2021
Q3 | $373K | Buy |
3,950
+700
| +22% | +$66.1K | 0.16% | 117 |
|
|
2021
Q2 | $309K | Hold |
3,250
| – | – | 0.14% | 123 |
|
|
2021
Q1 | $302K | Buy |
3,250
+525
| +19% | +$48.8K | 0.15% | 123 |
|
|
2020
Q4 | $265K | Sell |
2,725
-250
| -8% | -$24.3K | 0.14% | 121 |
|
|
2020
Q3 | $285K | Buy |
2,975
+400
| +16% | +$38.3K | 0.17% | 103 |
|
|
2020
Q2 | $245K | Sell |
2,575
-1,095
| -30% | -$104K | 0.16% | 100 |
|
|
2020
Q1 | $320K | Buy |
+3,670
| New | +$320K | 0.25% | 70 |
|