Klingman & Associates’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 |
-4,876
| Closed | -$378K | – | 207 |
|
|
2022
Q4 | $378K | Buy |
+4,876
| New | +$378K | 0.03% | 141 |
|
|
2020
Q1 | – | Sell |
-7,341
| Closed | -$670K | – | 140 |
|
|
2019
Q4 | $670K | Hold |
7,341
| – | – | 0.11% | 66 |
|
|
2019
Q3 | $670K | Hold |
7,341
| – | – | 0.12% | 61 |
|
|
2019
Q2 | $660K | Hold |
7,341
| – | – | 0.12% | 62 |
|
|
2019
Q1 | $638K | Buy |
+7,341
| New | +$638K | 0.12% | 63 |
|