JNBA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Sell |
1,616
-7
| -0.4% | -$580 | 0.01% | 197 |
|
|
2025
Q1 | $133K | Buy |
1,623
+7
| +0.4% | +$572 | 0.01% | 198 |
|
|
2024
Q4 | $130K | Hold |
1,616
| – | – | 0.01% | 197 |
|
|
2024
Q3 | $135K | Hold |
1,616
| – | – | 0.01% | 200 |
|
|
2024
Q2 | $129K | Hold |
1,616
| – | – | 0.01% | 202 |
|
|
2024
Q1 | $130K | Buy |
+1,616
| New | +$130K | 0.01% | 214 |
|
|
2023
Q4 | – | Sell |
-1,153
| Closed | -$87.6K | – | 751 |
|
|
2023
Q3 | $87.6K | Buy |
1,153
+11
| +1% | +$836 | 0.01% | 233 |
|
|
2023
Q2 | $90.2K | Buy |
1,142
+11
| +1% | +$869 | 0.01% | 237 |
|
|
2023
Q1 | $90.8K | Buy |
1,131
+554
| +96% | +$44.5K | 0.01% | 237 |
|
|
2022
Q4 | $44.7K | Buy |
577
+500
| +649% | +$38.8K | 0.01% | 289 |
|
|
2022
Q3 | $6K | Sell |
77
-2,308
| -97% | -$180K | ﹤0.01% | 518 |
|
|
2022
Q2 | $191K | Buy |
+2,385
| New | +$191K | 0.03% | 183 |
|
|
2021
Q2 | – | Sell |
-96
| Closed | -$9K | – | 710 |
|
|
2021
Q1 | $9K | Hold |
96
| – | – | ﹤0.01% | 484 |
|
|
2020
Q4 | $9K | Sell |
96
-4
| -4% | -$375 | ﹤0.01% | 452 |
|
|
2020
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 421 |
|
|
2020
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 413 |
|
|
2020
Q1 | $9K | Sell |
100
-707
| -88% | -$63.6K | ﹤0.01% | 404 |
|
|
2019
Q4 | $74K | Hold |
807
| – | – | 0.01% | 204 |
|
|
2019
Q3 | $74K | Hold |
807
| – | – | 0.02% | 197 |
|
|
2019
Q2 | $73K | Hold |
807
| – | – | 0.01% | 202 |
|
|
2019
Q1 | $70K | Buy |
807
+211
| +35% | +$18.3K | 0.02% | 197 |
|
|
2018
Q4 | $49K | Buy |
+596
| New | +$49K | 0.01% | 206 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$8K | – | 710 |
|
|
2018
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 422 |
|
|
2018
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 398 |
|
|
2017
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 381 |
|
|
2017
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 371 |
|
|
2017
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 362 |
|
|
2017
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 367 |
|
|
2016
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 372 |
|
|
2016
Q3 | – | Sell |
-100
| Closed | -$9K | – | 1667 |
|
|
2016
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 354 |
|
|
2016
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 367 |
|