HBK Sorce Advisory’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
Q1 | – | Sell |
-3,134
| Closed | -$243K | – | 808 |
|
|
2022
Q4 | $243K | Buy |
+3,134
| New | +$243K | 0.01% | 607 |
|
|
2022
Q2 | – | Sell |
-2,410
| Closed | -$207K | – | 556 |
|
|
2022
Q1 | $207K | Sell |
2,410
-128
| -5% | -$11K | 0.01% | 504 |
|
|
2021
Q4 | $235K | Hold |
2,538
| – | – | 0.01% | 517 |
|
|
2021
Q3 | $240K | Sell |
2,538
-12
| -0.5% | -$1.14K | 0.01% | 507 |
|
|
2021
Q2 | $242K | Sell |
2,550
-64
| -2% | -$6.07K | 0.01% | 497 |
|
|
2021
Q1 | $243K | Buy |
2,614
+173
| +7% | +$16.1K | 0.01% | 461 |
|
|
2020
Q4 | $237K | Buy |
2,441
+329
| +16% | +$31.9K | 0.01% | 437 |
|
|
2020
Q3 | $202K | Sell |
2,112
-121
| -5% | -$11.6K | 0.01% | 424 |
|
|
2020
Q2 | $212K | Buy |
+2,233
| New | +$212K | 0.02% | 397 |
|
|
2016
Q4 | – | Sell |
-2,480
| Closed | -$222K | – | 300 |
|
|
2016
Q3 | $222K | Buy |
+2,480
| New | +$222K | 0.04% | 259 |
|