KFA
Kays Financial Advisory’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
Q3 | $17.1M | Buy |
178,418
+13,486
| +8% | +$1.29M | 2.74% | 11 |
|
|
2020
Q2 | $15.7M | Buy |
164,932
+5,247
| +3% | +$499K | 2.73% | 11 |
|
|
2020
Q1 | $13.9M | Sell |
159,685
-7,001
| -4% | -$610K | 2.85% | 9 |
|
|
2019
Q4 | $15.2M | Sell |
166,686
-2,440
| -1% | -$223K | 2.68% | 10 |
|
|
2019
Q3 | $15.4M | Buy |
169,126
+1,724
| +1% | +$157K | 2.83% | 10 |
|
|
2019
Q2 | $15M | Buy |
167,402
+3,545
| +2% | +$319K | 2.75% | 11 |
|
|
2019
Q1 | $14.2M | Sell |
163,857
-42,813
| -21% | -$3.72M | 2.76% | 11 |
|
|
2018
Q4 | $17.1M | Sell |
206,670
-8,108
| -4% | -$672K | 3.89% | 9 |
|
|
2018
Q3 | $17.9M | Buy |
214,778
+11,712
| +6% | +$978K | 3.82% | 9 |
|
|
2018
Q2 | $17M | Sell |
203,066
-564
| -0.3% | -$47.1K | 3.72% | 10 |
|
|
2018
Q1 | $17.3M | Sell |
203,630
-182,301
| -47% | -$15.5M | 3.95% | 10 |
|
|
2017
Q4 | $33.7M | Buy |
385,931
+25,781
| +7% | +$2.25M | 9.86% | 3 |
|
|
2017
Q3 | $31.7M | Buy |
360,150
+8,661
| +2% | +$762K | 10.1% | 3 |
|
|
2017
Q2 | $30.8M | Buy |
351,489
+15,019
| +4% | +$1.31M | 10.39% | 3 |
|
|
2017
Q1 | $29.1M | Buy |
336,470
+22,944
| +7% | +$1.98M | 10.33% | 3 |
|
|
2016
Q4 | $26.9M | Buy |
313,526
+24,381
| +8% | +$2.09M | 10.46% | 3 |
|
|
2016
Q3 | $25.9M | Buy |
289,145
+8,962
| +3% | +$803K | 11.02% | 3 |
|
|
2016
Q2 | $25.1M | Buy |
280,183
+9,044
| +3% | +$809K | 11.27% | 3 |
|
|
2016
Q1 | $23.6M | Buy |
271,139
+1,383
| +0.5% | +$120K | 11.61% | 2 |
|
|
2015
Q4 | $22.7M | Buy |
269,756
+4,015
| +2% | +$338K | 11.76% | 2 |
|
|
2015
Q3 | $22.7M | Buy |
265,741
+13,143
| +5% | +$1.12M | 12.93% | 2 |
|
|
2015
Q2 | $21.5M | Buy |
252,598
+7,734
| +3% | +$660K | 12.46% | 2 |
|
|
2015
Q1 | $21.5M | Buy |
244,864
+14,158
| +6% | +$1.24M | 12.67% | 2 |
|
|
2014
Q4 | $19.9M | Buy |
230,706
+2,831
| +1% | +$244K | 13.45% | 2 |
|
|
2014
Q3 | $19.5M | Buy |
227,875
+11,308
| +5% | +$970K | 14.25% | 2 |
|
|
2014
Q2 | $18.7M | Buy |
216,567
+5,706
| +3% | +$494K | 13.41% | 2 |
|
|
2014
Q1 | $17.9M | Buy |
210,861
+9,821
| +5% | +$835K | 12.92% | 3 |
|
|
2013
Q4 | $16.6M | Buy |
+201,040
| New | +$16.6M | 12.56% | 3 |
|