JCM
Jacobsen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,149
| Closed | -$205K | – | 58 |
|
|
2020
Q3 | $205K | Buy |
2,149
+29
| +1% | +$2.77K | 0.14% | 56 |
|
|
2020
Q2 | $201K | Buy |
+2,120
| New | +$201K | 0.15% | 56 |
|
|
2019
Q4 | $214K | Sell |
2,352
-2,259
| -49% | -$206K | 0.21% | 55 |
|
|
2019
Q3 | $420K | Buy |
4,611
+840
| +22% | +$76.5K | 0.4% | 51 |
|
|
2019
Q2 | $338K | Buy |
+3,771
| New | +$338K | 0.34% | 52 |
|