Landmark Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,571
| Closed | -$206K | – | 82 |
|
|
2022
Q2 | $206K | Hold |
2,571
| – | – | 0.1% | 79 |
|
|
2022
Q1 | $212K | Sell |
2,571
-119
| -4% | -$9.81K | 0.1% | 82 |
|
|
2021
Q4 | $250K | Sell |
2,690
-1,218
| -31% | -$113K | 0.11% | 77 |
|
|
2021
Q3 | $364K | Buy |
3,908
+163
| +4% | +$15.2K | 0.2% | 55 |
|
|
2021
Q2 | $356K | Sell |
3,745
-163
| -4% | -$15.5K | 0.17% | 58 |
|
|
2021
Q1 | $364K | Hold |
3,908
| – | – | 0.2% | 55 |
|
|
2020
Q4 | $375K | Hold |
3,908
| – | – | 0.21% | 52 |
|
|
2020
Q3 | $374K | Hold |
3,908
| – | – | 0.24% | 47 |
|
|
2020
Q2 | $373K | Hold |
3,908
| – | – | 0.24% | 47 |
|
|
2020
Q1 | $354K | Sell |
3,908
-1,400
| -26% | -$127K | 0.24% | 46 |
|
|
2019
Q4 | $490K | Sell |
5,308
-108
| -2% | -$9.97K | 0.29% | 38 |
|
|
2019
Q3 | $494K | Sell |
5,416
-1,200
| -18% | -$109K | 0.31% | 34 |
|
|
2019
Q2 | $594K | Sell |
6,616
-176
| -3% | -$15.8K | 0.36% | 31 |
|
|
2019
Q1 | $590K | Sell |
6,792
-910
| -12% | -$79K | 0.39% | 32 |
|
|
2018
Q4 | $638K | Buy |
7,702
+43
| +0.6% | +$3.56K | 0.42% | 30 |
|
|
2018
Q3 | $639K | Sell |
7,659
-2,287
| -23% | -$191K | 0.38% | 30 |
|
|
2018
Q2 | $830K | Sell |
9,946
-1,019
| -9% | -$85K | 0.51% | 27 |
|
|
2018
Q1 | $930K | Sell |
10,965
-1,487
| -12% | -$126K | 0.58% | 27 |
|
|
2017
Q4 | $1.09M | Sell |
12,452
-2,404
| -16% | -$210K | 0.69% | 25 |
|
|
2017
Q3 | $1.31M | Sell |
14,856
-1,830
| -11% | -$161K | 0.88% | 22 |
|
|
2017
Q2 | $1.46M | Sell |
16,686
-183
| -1% | -$16K | 1.05% | 20 |
|
|
2017
Q1 | $1.46M | Sell |
16,869
-3,997
| -19% | -$345K | 1.08% | 19 |
|
|
2016
Q4 | $1.79M | Sell |
20,866
-2,279
| -10% | -$195K | 1.43% | 15 |
|
|
2016
Q3 | $2.07M | Sell |
23,145
-9,197
| -28% | -$824K | 1.76% | 13 |
|
|
2016
Q2 | $2.89M | Sell |
32,342
-1,635
| -5% | -$146K | 2.7% | 11 |
|
|
2016
Q1 | $2.95M | Sell |
33,977
-934
| -3% | -$81.2K | 3% | 11 |
|
|
2015
Q4 | $2.94M | Sell |
34,911
-6,554
| -16% | -$551K | 3.09% | 12 |
|
|
2015
Q3 | $3.54M | Buy |
41,465
+500
| +1% | +$42.7K | 3.9% | 10 |
|
|
2015
Q2 | $3.49M | Buy |
40,965
+2,875
| +8% | +$245K | 3.61% | 11 |
|
|
2015
Q1 | $3.28M | Hold |
38,090
| – | – | 3.44% | 10 |
|
|
2014
Q4 | $3.28M | Buy |
+38,090
| New | +$3.28M | 3.38% | 10 |
|