FWM
Foresight Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,784
| Closed | -$223K | – | 117 |
|
|
2022
Q2 | $223K | Buy |
2,784
+159
| +6% | +$12.7K | 0.05% | 90 |
|
|
2022
Q1 | $226K | Sell |
2,625
-405
| -13% | -$34.9K | 0.04% | 88 |
|
|
2021
Q4 | $281K | Buy |
3,030
+28
| +0.9% | +$2.6K | ﹤0.01% | 95 |
|
|
2021
Q3 | $283K | Sell |
3,002
-70
| -2% | -$6.6K | 0.06% | 94 |
|
|
2021
Q2 | $292K | Sell |
3,072
-15
| -0.5% | -$1.43K | 0.06% | 98 |
|
|
2021
Q1 | $287K | Sell |
3,087
-1,275
| -29% | -$119K | 0.07% | 89 |
|
|
2020
Q4 | $424K | Sell |
4,362
-15
| -0.3% | -$1.46K | 0.11% | 72 |
|
|
2020
Q3 | $419K | Sell |
4,377
-9,380
| -68% | -$898K | 0.14% | 57 |
|
|
2020
Q2 | $1.31M | Sell |
13,757
-13,924
| -50% | -$1.32M | 0.6% | 26 |
|
|
2020
Q1 | $2.41M | Buy |
27,681
+10,247
| +59% | +$893K | 1.66% | 12 |
|
|
2019
Q4 | $1.59M | Sell |
17,434
-1,140
| -6% | -$104K | 0.98% | 22 |
|
|
2019
Q3 | $1.7M | Buy |
18,574
+8,503
| +84% | +$776K | 1.22% | 21 |
|
|
2019
Q2 | $905K | Buy |
10,071
+3,359
| +50% | +$302K | 0.68% | 33 |
|
|
2019
Q1 | $583K | Sell |
6,712
-1,705
| -20% | -$148K | 0.51% | 48 |
|
|
2018
Q4 | $697K | Buy |
+8,417
| New | +$697K | 0.74% | 38 |
|