Financial Architects (New Jersey)’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $243K | Buy |
3,071
+124
| +4% | +$9.8K | 0.04% | 291 |
|
2023
Q1 | $236K | Buy |
2,947
+221
| +8% | +$17.7K | 0.04% | 289 |
|
2022
Q4 | $211K | Sell |
2,726
-70
| -3% | -$5.43K | 0.04% | 311 |
|
2022
Q3 | $212K | Buy |
+2,796
| New | +$212K | 0.04% | 297 |
|
2022
Q2 | – | Sell |
-4,545
| Closed | -$391K | – | 281 |
|
2022
Q1 | $391K | Buy |
4,545
+175
| +4% | +$15.1K | 0.06% | 227 |
|
2021
Q4 | $405K | Sell |
4,370
-1,396
| -24% | -$129K | 0.05% | 228 |
|
2021
Q3 | $544K | Buy |
5,766
+1,216
| +27% | +$115K | 0.08% | 189 |
|
2021
Q2 | $433K | Buy |
4,550
+236
| +5% | +$22.5K | 0.06% | 221 |
|
2021
Q1 | $401K | Buy |
+4,314
| New | +$401K | 0.06% | 224 |
|
2020
Q3 | – | Sell |
-505
| Closed | -$48K | – | 746 |
|
2020
Q2 | $48K | Buy |
+505
| New | +$48K | 0.01% | 427 |
|
2018
Q4 | – | Sell |
-107
| Closed | -$9K | – | 1349 |
|
2018
Q3 | $9K | Sell |
107
-52
| -33% | -$4.37K | ﹤0.01% | 1005 |
|
2018
Q2 | $13K | Sell |
159
-126
| -44% | -$10.3K | ﹤0.01% | 928 |
|
2018
Q1 | $24K | Sell |
285
-3
| -1% | -$253 | ﹤0.01% | 731 |
|
2017
Q4 | $25K | Buy |
288
+126
| +78% | +$10.9K | ﹤0.01% | 802 |
|
2017
Q3 | $14K | Buy |
162
+134
| +479% | +$11.6K | ﹤0.01% | 957 |
|
2017
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 1330 |
|
2017
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 1362 |
|
2016
Q4 | $2K | Sell |
28
-905
| -97% | -$64.6K | ﹤0.01% | 1279 |
|
2016
Q3 | $84K | Buy |
933
+5
| +0.5% | +$450 | 0.02% | 428 |
|
2016
Q2 | $83K | Buy |
928
+899
| +3,100% | +$80.4K | 0.02% | 411 |
|
2016
Q1 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 967 |
|
2015
Q3 | – | Sell |
-310
| Closed | -$26K | – | 868 |
|
2015
Q2 | $26K | Hold |
310
| – | – | 0.01% | 570 |
|
2015
Q1 | $27K | Hold |
310
| – | – | 0.01% | 514 |
|
2014
Q4 | $27K | Buy |
+310
| New | +$27K | 0.01% | 461 |
|