HWA
HHM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-195
| Closed | -$15.6K | – | 832 |
|
|
2024
Q2 | $15.6K | Buy |
195
+88
| +82% | +$7.03K | ﹤0.01% | 494 |
|
|
2024
Q1 | $8.62K | Hold |
107
| – | – | ﹤0.01% | 544 |
|
|
2023
Q4 | $8.7K | Hold |
107
| – | – | ﹤0.01% | 534 |
|
|
2023
Q3 | $8.13K | Sell |
107
-477
| -82% | -$36.2K | ﹤0.01% | 541 |
|
|
2023
Q2 | $46.2K | Hold |
584
| – | – | 0.01% | 291 |
|
|
2023
Q1 | $46.8K | Buy |
+584
| New | +$46.8K | 0.01% | 286 |
|
|
2022
Q3 | – | Sell |
-398
| Closed | -$32K | – | 816 |
|
|
2022
Q2 | $32K | Buy |
398
+226
| +131% | +$18.2K | 0.01% | 346 |
|
|
2022
Q1 | $15K | Hold |
172
| – | – | ﹤0.01% | 488 |
|
|
2021
Q4 | $16K | Hold |
172
| – | – | ﹤0.01% | 464 |
|
|
2021
Q3 | $16K | Hold |
172
| – | – | ﹤0.01% | 444 |
|
|
2021
Q2 | $16K | Hold |
172
| – | – | ﹤0.01% | 431 |
|
|
2021
Q1 | $16K | Hold |
172
| – | – | ﹤0.01% | 410 |
|
|
2020
Q4 | $17K | Hold |
172
| – | – | 0.01% | 368 |
|
|
2020
Q3 | $16K | Sell |
172
-35
| -17% | -$3.26K | 0.01% | 345 |
|
|
2020
Q2 | $20K | Hold |
207
| – | – | 0.01% | 303 |
|
|
2020
Q1 | $18K | Buy |
+207
| New | +$18K | 0.01% | 309 |
|