LWAC
Laurel Wealth Advisors (California)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-39,215
| Closed | -$3.81M | – | 487 |
|
|
2020
Q4 | $3.81M | Buy |
39,215
+1,741
| +5% | +$169K | 0.56% | 40 |
|
|
2020
Q3 | $3.59M | Buy |
37,474
+12,039
| +47% | +$1.15M | 0.59% | 41 |
|
|
2020
Q2 | $2.42M | Buy |
25,435
+1,040
| +4% | +$99K | 0.44% | 57 |
|
|
2020
Q1 | $2.13M | Buy |
24,395
+3,422
| +16% | +$298K | 0.49% | 51 |
|
|
2019
Q4 | $1.92M | Buy |
20,973
+2,239
| +12% | +$205K | 0.32% | 71 |
|
|
2019
Q3 | $1.71M | Buy |
18,734
+2,867
| +18% | +$262K | 0.29% | 83 |
|
|
2019
Q2 | $1.43M | Buy |
15,867
+3,469
| +28% | +$312K | 0.31% | 82 |
|
|
2019
Q1 | $1.08M | Buy |
12,398
+1,368
| +12% | +$119K | 0.27% | 100 |
|
|
2018
Q4 | $914K | Buy |
11,030
+186
| +2% | +$15.4K | 0.27% | 92 |
|
|
2018
Q3 | $905K | Buy |
10,844
+1,188
| +12% | +$99.1K | 0.22% | 109 |
|
|
2018
Q2 | $806K | Buy |
+9,656
| New | +$806K | 0.21% | 115 |
|