Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,897
| Closed | -$147K | – | 728 |
|
|
2022
Q4 | $147K | Hold |
1,897
| – | – | 0.08% | 95 |
|
|
2022
Q3 | $144K | Sell |
1,897
-446
| -19% | -$33.8K | 0.08% | 87 |
|
|
2022
Q2 | $187K | Hold |
2,343
| – | – | 0.1% | 78 |
|
|
2022
Q1 | $202K | Sell |
2,343
-395
| -14% | -$34K | 0.09% | 79 |
|
|
2021
Q4 | $254K | Sell |
2,738
-709
| -21% | -$65.8K | 0.12% | 68 |
|
|
2021
Q3 | $325K | Sell |
3,447
-321,027
| -99% | -$30.3M | 0.18% | 46 |
|
|
2021
Q2 | $3.41M | Buy |
324,474
+321,061
| +9,407% | +$3.38M | 0.13% | 49 |
|
|
2021
Q1 | $318K | Hold |
3,413
| – | – | 0.2% | 32 |
|
|
2020
Q4 | $332K | Buy |
3,413
+2,044
| +149% | +$199K | 0.23% | 22 |
|
|
2020
Q3 | $131K | Hold |
1,369
| – | – | 0.09% | 45 |
|
|
2020
Q2 | $130K | Hold |
1,369
| – | – | 0.1% | 40 |
|
|
2020
Q1 | $119K | Hold |
1,369
| – | – | 0.15% | 35 |
|
|
2019
Q4 | $125K | Hold |
1,369
| – | – | 0.1% | 43 |
|
|
2019
Q3 | $125K | Buy |
+1,369
| New | +$125K | 0.11% | 41 |
|