JCM
J2 Capital 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $382K | Sell |
5,031
-542
| -10% | -$41.2K | 0.48% | 60 |
|
2023
Q2 | $440K | Sell |
5,573
-1,215
| -18% | -$96K | 0.52% | 49 |
|
2023
Q1 | $545K | Buy |
6,788
+526
| +8% | +$42.2K | 0.84% | 25 |
|
2022
Q4 | $485K | Sell |
6,262
-804
| -11% | -$62.3K | 0.83% | 24 |
|
2022
Q3 | $535K | Sell |
7,066
-6,387
| -47% | -$484K | 1.01% | 19 |
|
2022
Q2 | $1.08M | Buy |
13,453
+1,244
| +10% | +$99.6K | 1.64% | 18 |
|
2022
Q1 | $1.05M | Buy |
12,209
+1,924
| +19% | +$165K | 1.15% | 23 |
|
2021
Q4 | $954K | Buy |
+10,285
| New | +$954K | 0.91% | 24 |
|