JWM
JGP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,966
| Closed | -$249K | – | 161 |
|
|
2022
Q1 | $249K | Sell |
2,966
-397
| -12% | -$33.3K | 0.05% | 146 |
|
|
2021
Q4 | $309K | Sell |
3,363
-342
| -9% | -$31.4K | 0.06% | 138 |
|
|
2021
Q3 | $350K | Hold |
3,705
| – | – | 0.08% | 115 |
|
|
2021
Q2 | $352K | Buy |
3,705
+248
| +7% | +$23.6K | 0.08% | 121 |
|
|
2021
Q1 | $322K | Buy |
+3,457
| New | +$322K | 0.07% | 122 |
|