Executive 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-9,059
| Closed | -$779K | – | 204 |
|
2022
Q1 | $779K | Buy |
9,059
+527
| +6% | +$45.3K | 0.08% | 123 |
|
2021
Q4 | $791K | Sell |
8,532
-1,958
| -19% | -$182K | 0.08% | 122 |
|
2021
Q3 | $990K | Sell |
10,490
-3,899
| -27% | -$368K | 0.11% | 116 |
|
2021
Q2 | $1.37M | Sell |
14,389
-6,936
| -33% | -$659K | 0.15% | 105 |
|
2021
Q1 | $1.98M | Sell |
21,325
-920
| -4% | -$85.6K | 0.23% | 88 |
|
2020
Q4 | $2.16M | Buy |
+22,245
| New | +$2.16M | 0.27% | 87 |
|
2019
Q3 | – | Sell |
-40
| Closed | -$4K | – | 755 |
|
2019
Q2 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 747 |
|