KWM
Keebeck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-36,000
| Closed | -$2.88M | – | 279 |
|
|
2024
Q2 | $2.88M | Hold |
36,000
| – | – | 0.42% | 71 |
|
|
2024
Q1 | $2.9M | Hold |
36,000
| – | – | 0.43% | 66 |
|
|
2023
Q4 | $2.93M | Sell |
36,000
-27,475
| -43% | -$2.23M | 0.48% | 60 |
|
|
2023
Q3 | $4.82M | Hold |
63,475
| – | – | 0.84% | 27 |
|
|
2023
Q2 | $5.02M | Hold |
63,475
| – | – | 0.69% | 40 |
|
|
2023
Q1 | $5.09M | Hold |
63,475
| – | – | 0.82% | 31 |
|
|
2022
Q4 | $4.92M | Hold |
63,475
| – | – | 0.86% | 29 |
|
|
2022
Q3 | $4.8M | Buy |
63,475
+34,775
| +121% | +$2.63M | 0.93% | 25 |
|
|
2022
Q2 | $2.3M | Buy |
28,700
+26,150
| +1,025% | +$2.09M | 0.44% | 57 |
|
|
2022
Q1 | $219K | Buy |
+2,550
| New | +$219K | 0.04% | 224 |
|