FFSOTS
Fiduciary Financial Services of The Southwest’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $208K | Sell |
2,280
-75
| -3% | -$6.84K | 0.05% | 141 |
|
|
2019
Q3 | $215K | Sell |
2,355
-550
| -19% | -$50.2K | 0.06% | 138 |
|
|
2019
Q2 | $261K | Hold |
2,905
| – | – | 0.07% | 136 |
|
|
2019
Q1 | $252K | Sell |
2,905
-230
| -7% | -$20K | 0.07% | 138 |
|
|
2018
Q4 | $260K | Hold |
3,135
| – | – | 0.08% | 130 |
|
|
2018
Q3 | $262K | Sell |
3,135
-52
| -2% | -$4.35K | 0.07% | 139 |
|
|
2018
Q2 | $266K | Sell |
3,187
-24
| -0.7% | -$2K | 0.08% | 139 |
|
|
2018
Q1 | $272K | Buy |
3,211
+101
| +3% | +$8.56K | 0.08% | 139 |
|
|
2017
Q4 | $272K | Hold |
3,110
| – | – | 0.08% | 139 |
|
|
2017
Q3 | $274K | Buy |
3,110
+125
| +4% | +$11K | 0.08% | 137 |
|
|
2017
Q2 | $261K | Buy |
2,985
+115
| +4% | +$10.1K | 0.08% | 138 |
|
|
2017
Q1 | $248K | Hold |
2,870
| – | – | 0.08% | 137 |
|
|
2016
Q4 | $246K | Buy |
2,870
+210
| +8% | +$18K | 0.08% | 140 |
|
|
2016
Q3 | $238K | Hold |
2,660
| – | – | 0.08% | 144 |
|
|
2016
Q2 | $238K | Buy |
+2,660
| New | +$238K | 0.08% | 141 |
|