HPWA
Hall Private Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.37M | Buy |
57,494
+3,272
| +6% | +$249K | 2.94% | 13 |
|
|
2023
Q2 | $4.29M | Buy |
54,222
+10,955
| +25% | +$866K | 2.32% | 16 |
|
|
2023
Q1 | $3.47M | Buy |
43,267
+286
| +0.7% | +$22.9K | 1.81% | 20 |
|
|
2022
Q4 | $3.33M | Buy |
42,981
+7,606
| +22% | +$590K | 1.89% | 17 |
|
|
2022
Q3 | $2.68M | Buy |
35,375
+5,871
| +20% | +$444K | 1.54% | 22 |
|
|
2022
Q2 | $2.36M | Buy |
+29,504
| New | +$2.36M | 1.33% | 23 |
|
|
2021
Q3 | – | Sell |
-10,802
| Closed | -$1.03M | – | 57 |
|
|
2021
Q2 | $1.03M | Buy |
+10,802
| New | +$1.03M | 0.67% | 32 |
|
|
2020
Q4 | $1.37M | Buy |
+14,075
| New | +$1.37M | 1.13% | 22 |
|