Fingerlakes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,859
| Closed | -$308K | – | 92 |
|
|
2024
Q2 | $308K | Buy |
3,859
+18
| +0.5% | +$1.44K | 0.28% | 68 |
|
|
2024
Q1 | $309K | Buy |
3,841
+12
| +0.3% | +$966 | 0.3% | 68 |
|
|
2023
Q4 | $311K | Buy |
3,829
+23
| +0.6% | +$1.87K | 0.33% | 67 |
|
|
2023
Q3 | $289K | Sell |
3,806
-1,694
| -31% | -$129K | 0.35% | 68 |
|
|
2023
Q2 | $435K | Sell |
5,500
-358
| -6% | -$28.3K | 0.5% | 55 |
|
|
2023
Q1 | $470K | Sell |
5,858
-291
| -5% | -$23.3K | 0.59% | 48 |
|
|
2022
Q4 | $477K | Sell |
6,149
-223
| -3% | -$17.3K | 0.66% | 44 |
|
|
2022
Q3 | $482K | Sell |
6,372
-183
| -3% | -$13.8K | 0.7% | 42 |
|
|
2022
Q2 | $525K | Sell |
6,555
-957
| -13% | -$76.6K | 0.72% | 41 |
|
|
2022
Q1 | $646K | Sell |
7,512
-116
| -2% | -$9.98K | 0.76% | 37 |
|
|
2021
Q4 | $726K | Buy |
+7,628
| New | +$726K | 0.82% | 34 |
|