FW
FirstPurpose Wealth’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 | $602K | Buy |
7,646
+1,428
| +23% | +$112K | 0.22% | 83 |
|
|
2023
Q4 | $505K | Buy |
6,218
+614
| +11% | +$49.9K | 0.19% | 90 |
|
|
2023
Q3 | $426K | Buy |
5,604
+199
| +4% | +$15.1K | 0.18% | 97 |
|
|
2023
Q2 | $427K | Sell |
5,405
-218
| -4% | -$17.2K | 0.18% | 97 |
|
|
2023
Q1 | $451K | Buy |
5,623
+1,514
| +37% | +$121K | 0.22% | 81 |
|
|
2022
Q4 | $318K | Sell |
4,109
-836
| -17% | -$64.8K | 0.18% | 106 |
|
|
2022
Q3 | $374K | Buy |
4,945
+224
| +5% | +$16.9K | 0.25% | 75 |
|
|
2022
Q2 | $378K | Sell |
4,721
-1,182
| -20% | -$94.6K | 0.25% | 72 |
|
|
2022
Q1 | $508K | Sell |
5,903
-3,917
| -40% | -$337K | 0.4% | 52 |
|
|
2021
Q4 | $911K | Buy |
+9,820
| New | +$911K | 0.57% | 30 |
|