IFWM
Institute for Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,184
| Closed | -$108K | – | 656 |
|
|
2019
Q4 | $108K | Buy |
+1,184
| New | +$108K | 0.02% | 470 |
|
|
2019
Q3 | – | Sell |
-2,824
| Closed | -$254K | – | 469 |
|
|
2019
Q2 | $254K | Sell |
2,824
-1,161
| -29% | -$104K | 0.06% | 387 |
|
|
2019
Q1 | $346K | Sell |
3,985
-29,553
| -88% | -$2.57M | 0.08% | 306 |
|
|
2018
Q4 | $2.78M | Buy |
33,538
+17,572
| +110% | +$1.46M | 1.14% | 18 |
|
|
2018
Q3 | $1.34M | Sell |
15,966
-6,251
| -28% | -$523K | 0.45% | 73 |
|
|
2018
Q2 | $1.86M | Buy |
22,217
+1,758
| +9% | +$147K | 0.59% | 50 |
|
|
2018
Q1 | $1.71M | Sell |
20,459
-15,251
| -43% | -$1.28M | 0.5% | 59 |
|
|
2017
Q4 | $3.11M | Buy |
35,710
+17,705
| +98% | +$1.54M | 0.72% | 24 |
|
|
2017
Q3 | $1.59M | Sell |
18,005
-2,409
| -12% | -$212K | 0.52% | 59 |
|
|
2017
Q2 | $1.79M | Buy |
+20,414
| New | +$1.79M | 0.49% | 46 |
|