Jackson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-87,215
| Closed | -$7.36M | – | 107 |
|
|
2018
Q1 | $7.36M | Sell |
87,215
-6,216
| -7% | -$524K | 2.06% | 15 |
|
|
2017
Q4 | $8.12M | Sell |
93,431
-139,555
| -60% | -$12.1M | 2.06% | 15 |
|
|
2017
Q3 | $20.5M | Buy |
232,986
+4,301
| +2% | +$378K | 5.55% | 2 |
|
|
2017
Q2 | $20.1M | Buy |
228,685
+4,029
| +2% | +$355K | 6.38% | 2 |
|
|
2017
Q1 | $19.4M | Buy |
224,656
+2,043
| +0.9% | +$176K | 7% | 2 |
|
|
2016
Q4 | $19.2M | Sell |
222,613
-25,456
| -10% | -$2.2M | 7.5% | 3 |
|
|
2016
Q3 | $22.1M | Sell |
248,069
-6,363
| -3% | -$567K | 8.37% | 3 |
|
|
2016
Q2 | $22.7M | Buy |
+254,432
| New | +$22.7M | 8.46% | 3 |
|