Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $39.5K | Buy |
510
+380
| +292% | +$29.5K | 0.01% | 539 |
|
|
2022
Q3 | $10K | Sell |
130
-2,583
| -95% | -$199K | ﹤0.01% | 664 |
|
|
2022
Q2 | $217K | Sell |
2,713
-187
| -6% | -$15K | 0.07% | 222 |
|
|
2022
Q1 | $250K | Buy |
+2,900
| New | +$250K | 0.07% | 228 |
|
|
2021
Q3 | $49K | Sell |
516
-147
| -22% | -$14K | 0.02% | 449 |
|
|
2021
Q2 | $63K | Sell |
663
-42
| -6% | -$3.99K | 0.02% | 426 |
|
|
2021
Q1 | $66K | Buy |
+705
| New | +$66K | 0.04% | 324 |
|