IWS
Insight Wealth Strategies’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,429
| Closed | -$226K | – | 236 |
|
|
2021
Q1 | $226K | Sell |
2,429
-193
| -7% | -$18K | 0.03% | 209 |
|
|
2020
Q4 | $255K | Sell |
2,622
-83
| -3% | -$8.07K | 0.04% | 189 |
|
|
2020
Q3 | $259K | Sell |
2,705
-422
| -13% | -$40.4K | 0.05% | 161 |
|
|
2020
Q2 | $297K | Sell |
3,127
-1,851
| -37% | -$176K | 0.07% | 129 |
|
|
2020
Q1 | $434K | Sell |
4,978
-201,656
| -98% | -$17.6M | 0.12% | 86 |
|
|
2019
Q4 | $18.9M | Buy |
206,634
+8,806
| +4% | +$804K | 4% | 7 |
|
|
2019
Q3 | $18.1M | Buy |
+197,828
| New | +$18.1M | 4.24% | 6 |
|