KWA
KCS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.07M | Sell |
53,619
-4,865
| -8% | -$370K | 1.74% | 10 |
|
|
2023
Q2 | $4.62M | Sell |
58,484
-1,632
| -3% | -$129K | 1.6% | 10 |
|
|
2023
Q1 | $4.82M | Sell |
60,116
-1,045
| -2% | -$83.8K | 1.82% | 8 |
|
|
2022
Q4 | $4.74M | Sell |
61,161
-1,572
| -3% | -$122K | 1.97% | 7 |
|
|
2022
Q3 | $4.75M | Buy |
+62,733
| New | +$4.75M | 2.19% | 6 |
|