KPCM
Kings Point Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-551
| Closed | -$50K | – | 495 |
|
|
2019
Q4 | $50K | Buy |
551
+378
| +218% | +$34.3K | 0.01% | 308 |
|
|
2019
Q3 | $16K | Hold |
173
| – | – | ﹤0.01% | 420 |
|
|
2019
Q2 | $16K | Hold |
173
| – | – | ﹤0.01% | 375 |
|
|
2019
Q1 | $15K | Hold |
173
| – | – | ﹤0.01% | 331 |
|
|
2018
Q4 | $14K | Sell |
173
-786
| -82% | -$63.6K | ﹤0.01% | 331 |
|
|
2018
Q3 | $80K | Sell |
959
-1,255
| -57% | -$105K | 0.01% | 198 |
|
|
2018
Q2 | $185K | Buy |
2,214
+1,647
| +290% | +$138K | 0.04% | 149 |
|
|
2018
Q1 | $48K | Sell |
567
-273
| -33% | -$23.1K | 0.01% | 242 |
|
|
2017
Q4 | $73K | Sell |
840
-345
| -29% | -$30K | 0.02% | 198 |
|
|
2017
Q3 | $104K | Hold |
1,185
| – | – | 0.02% | 177 |
|
|
2017
Q2 | $104K | Buy |
1,185
+745
| +169% | +$65.4K | 0.02% | 176 |
|
|
2017
Q1 | $38K | Buy |
440
+290
| +193% | +$25K | 0.01% | 243 |
|
|
2016
Q4 | $13K | Buy |
+150
| New | +$13K | ﹤0.01% | 293 |
|